How WealthBlock Complements Altvia with a Modern LP Experience
Altvia manages your data. WealthBlock delivers your investor experience.
Altvia helps GPs organize LP records and track fundraising workflows inside Salesforce. But LPs don’t log into Salesforce. They expect a polished, branded, and seamless experience.
WealthBlock fills that gap.
A front-end platform purpose-built to onboard investors, automate communication, and present your brand at every touchpoint, while Altvia runs quietly in the background.
Your Investor Experience Is Your Edge
WealthBlock: Custom, branded, and automated, built for LP engagement.
Altvia: CRM-first, built for managing data, not delivering experience.
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What’s Often Missing?
A Seamless, Modern Investor Experience
Many fund admin platforms focus on accounting, compliance, and operational workflows, but the investor-facing experience isn’t always their core strength. That’s where WealthBlock comes in: designed to complement your existing stack with tools purpose-built for LP engagement.
- Branded investor portals
- AI-powered onboarding flows
- Real-time dashboards and reporting
- CRM and email automation
WealthBlock Works With Your Stack
Your operations run in the back. Your investors see the front. WealthBlock helps you elevate that front.
Funds
Subscribed Investors
In Investor Commitments
Trusted by 140+ Investment Platforms
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The need for effective and efficient fundraising
Investors want a digital, tailored private fund experience, but manual processes and inadequate solutions make it hard for GPs to deliver. WealthBlock's AI-powered platform adapts to the unique needs of each GP to deliver a customized investor experience.
Acquiring, onboarding and retaining investors, simplified
WealthBlock’s AI-powered platform helps GPs elevate their investor experience, access new channels for capital, and improve operational efficiency.
Plug and Play
Get the most from your infrastructure with modular solutions.
Easy to Deploy
Deploy new funds within hours using a configurable workflow and AI.
GPs Come First
With Wealthlock you own your data and LP relationships.
Adaptable
WealthBlock allows you to personalize the experience.
Elevate every investor experience
Access new sources of capital, and realize operational efficiencies
More than 750 funds have raised more than $3B in capital from over 53,000 investors using WealthBlock. With our AI-powered platform, private fund managers in venture capital, private equity, and commercial real estate can elevate the investor experience, access new capital channels, and improve operational efficiency.