Asset Management
All-in-one tech stack for asset management firms to streamline capital raising, investor management and deal management. Regardless of workflows, investor journeys or reporting you desire, our platform allows you to digitize and customize them in minutes.
Compliance Ready Tools
Our in platform compliance ready tools have built in Auditing, Income Verification, Q&A forums, and much more to guide you through your FINRA Audit.
API Ready
Robust API capabilities which enable you to streamline processes, automate tasks, and enhance your team's efficiency. Integrate with our in-house Fund Admin, Payment Processor, and more!
Customize Investor Workflows
Customize investor workflows to meet your income verification standards. Complete KYC / AML checks anywhere in the flow required, and Authenticate emails on entry. Our platform flexibility meets the needs of any workflow, ask us how!
Historical Imports
Bring together past distributions, investor profiles, and performance metrics into a centralized hub, ensuring a comprehensive view of your organization's history. Gain a competitive edge on a full solution for your continued fundraising efforts.
Intake Customization
Easily tailor your investor intake questionnaire to meet your organizations compliance needs. Building a streamlined intake process? No problem, our features make it easy to update questions based on your data entry requirements with our easy to use field generator.
Trusted by 130+ Investment Platforms
WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Hilary Mathis
Director of Marketing, FarmFundr