WealthBlock
The All-in-One Platform for Raising and Managing Private Capital.
Overview
WealthBlock provides a comprehensive, white-label solution for managing alternative investments. The platform covers investor onboarding, CRM, marketing automation, online fundraising, and post-investment management. It is designed to be highly customizable, allowing firms to provide a branded and seamless experience for their investors.
✨ Key Features
- White-Label Investor Portal
- Investor CRM & Pipeline Management
- Marketing Automation
- Online Subscriptions & E-Signatures
- Data Rooms
- Investor Reporting
🎯 Key Differentiators
- Highly customizable, white-label platform.
- Integrated marketing automation features.
- Serves a broader range of alternative investments beyond just real estate.
Unique Value: Provides a fully customizable, white-label platform that combines investor management with powerful marketing automation to accelerate capital raising.
🎯 Use Cases (4)
✅ Best For
- Creating a fully branded online presence for raising capital.
- Automating investor communication and marketing campaigns.
- Streamlining the investor subscription and accreditation process.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not require a white-label or branded solution.
- Users needing deep, built-in accounting functionality.
🏆 Alternatives
Offers a higher degree of branding control and more sophisticated marketing tools compared to many other investor portals.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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