Pricing

Empower Every Investor Experience.
Elevate Every Relationship.

Your platform for fundraising without friction, built for GPs who value confidence, connection, and control.

WealthBlock saves time and improves the investing experience by allowing family offices to manage client subscriptions and documents.

Leonardo Rostoker
Chief Financial Officer

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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

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Best for Multi-fund Managers & Institutions

Enterprise

Custom Pricing • Custom Seats

Everything in Professional

Compliance & Access Control

Custom

Reporting & Analytics Toolkit

Custom

Automations & Calculations

Custom

Multi-Investor Account Management

Integrations

Custom

Solution Modules

Custom

API Access & Data Integration

AI Agent Development

Custom
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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

Enterprise

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

Enterprise

Standard Accreditation Check

Custom Accreditation Check

Enterprise

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

Enterprise

Custom Automation & Calculations

Enterprise

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

Enterprise

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

Enterprise

AI Platform Assistant

Coming Soon

AI Module Builder

Coming Soon

Platform & Security

API Access

Webhooks

SOC 2 Audit

Two-Factor Authentication

Single Sign-On (SSO)

Enterprise

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

Enterprise

Custom Module Development

Enterprise

Custom AI Agent Development

Enterprise

White-Label Private Network

Enterprise

White-Glove Digital Subscription

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