How WealthBlock Supports Long-Term Innovation

FundersUSA discusses the important marriage between compliance and tech and why an API-centric ecosystem supports long-term innovation.

Video Transcript

Seth Gordon: What ultimately led you to choose WealthBlock and since leveraging the platform, what have you really done to optimize use of the platform?

Peter Stridh: Yeah, so, so my, my background is all a combined of, I have a finance background and a technology background. And so when I look at the platform, I look at both sides, not only to compliance, but WealthBlock.AI is an open platform. So it's, it's built to scale with an ecosystem of partners, which is incredibly important because ultimately in, in fundraising, in particular, it's a two-sided marketplace. We have to expand the network of partnerships with investors and the ability to integrate with, with, for instance, Alto IRA self-directed investments. That's an excellent example of an important integration. And, and if you have an open platform in a technology, in a technology model where you have APIs, which a WealthBlock has, that's a great way to expand and quickly integrate to, to, to new markets. And to same, the same on, on the issuer side, you can expand on the value-add for onboarding issuers, startups, if you have an API in WealthBlock.AI. So we are now on our own, building the AI, my company is building AI modules, which we think can leverage the data coming out to WealthBlock.AI. So we're building bolt-ons if you like, and, and all of this is possible because WealthBlock.AI is very API centric and it's open and it allows to, to constantly sort of innovate long-term. So that, that I would say is one of the key reasons. I was very impressed by the platform.

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We recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.

Perry Schultz

Partner Operations, Ewing Morris

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