How WealthBlock Complements eFront with a Modern Investor Experience

Add a Branded, Automated LP Experience to Your Fund Admin Stack

If you're using eFront, you already have a strong foundation for fund accounting and back-office operations. But what about your investor-facing experience?

WealthBlock fills the critical gap: branded portals, seamless onboarding, investor dashboards, and automated communication, all designed to help you raise and retain capital.

Your Investor Experience Is Your Edge

WealthBlock: Custom, branded, and automated, built to scale relationships.

eFront: Accounting-first, built to manage operations, not LP engagement.

Schedule a Demo

We'll unpack what you need and provide a solution!

750
+

Funds

$4B

In Investor Commitments

53000

Subscribed Investors

Trusted by 140+ Investment Platforms

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.

Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Learn more
Learn more
Learn more
Learn more
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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.

750
+

Funds

$4B

In Investor Commitments

53000

Subscribed Investors