Pricing
Empower Every Investor Experience.
Elevate Every Relationship.
Your platform for fundraising without friction, built for GPs who value confidence, connection, and control.
WealthBlock is adaptable and integrates easily, allowing customization for different investor types.
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WealthBlock isn’t just software, it’s your invisible edge in private capital.From first pitch to final payout, we remove friction so you can focus on what matters: lasting LP relationships.
Best for growing GPs
Professional
Starting at $2,500/mo • Up to 300 Investors
12 Month Commitment • Billed Annually
Investor CRM
Investor Engagement Tracking
Offering Studio
Data Room
Onboarding Workflows
Subscription E-sign Builder
Investor Portal
Transaction Management
Report Center
20+ Existing Integrations
Best for Multi-fund Managers & Institutions
Enterprise
Custom Pricing • Custom Seats
Everything in Professional
Compliance & Access Control
Reporting & Analytics Toolkit
Automations & Calculations
Multi-Investor Account Management
Integrations
Solution Modules
API Access & Data Integration
AI Agent Development
Investor CRM
Contact Management
Contact Reporting
Engagement Analytics
Email Automation
Email Sync
Email Reporting
Contact Import/Export
Custom Investor Fields
Zapier Integration
Multi-Investor Accounts
Offering Studio
Offerings Portal
Custom Deal Rooms
Investor Waitlist
Media Sharing
Custom Offer Fields
Investor Onboarding
Enterprise Data Room
Dynamic Permission Control
Download Permissions
E-sign NDA
Investor Engagement Tracking
Videos
Subscription Builder
Digital Subscription E-sign
AI E-signature Builder
Investor Questionnaire Builder
Conditional E-Sign Workflows
Workflow Manager
Standard KYC/AML Checks
Custom KYC/AML Integration
Standard Accreditation Check
Custom Accreditation Check
Custom Compliance Forms
Investor Income Verification
Conditional Decision Tree
Investor Portal
Interactive Dashboards
Custom Reporting
Performance Metrics
Document Center
AI Document Navigator
Investor Profiles
Investor Engagement Metrics
Smart Bulk Distribution
Transaction Ledger
Authentication & Security
Report Center
Dashboard Builder
Report Builder
Capital Call & Distribution Notices
Compliance Dashboard
Advanced Reporting Toolkit
Custom Automation & Calculations
Transaction Management
Capital Calls
Distribution Automation
Online Payments
Electronic Distribution
Data Exports
Complex Investment Structures
Cap Table Export
Share Class Management
Position Transfers
Distribution Calculations
Withholding & Fee Management
Transaction Import/Export
Custom Transaction Type
Service Integrations
Fund Admin Integration
Payment Integration
Compliance Integration
CRM & Email Integration
E-signature Integration
Cap Table Integration
AI Suite
AI Content Copywriter
AI Data Extractor
AI Platform Assistant
AI Module Builder
Platform & Security
API Access
Webhooks
SOC 2 Audit
Two-Factor Authentication
Single Sign-On (SSO)
Custom Role-Based Access Control
Encryption
Audit Logs
Cloud Hosting & Backups
Customer Service & Training
Dedicated Success Rep
Onboarding Team
Help & Training Resources
Product Feedback Loop
Additional Services & Products
Custom Integrations
Custom Module Development
Custom AI Agent Development
White-Label Private Network
White-Glove Digital Subscription