WealthBlock 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

WealthBlock

4.7

(16)

Pricing

Starting at $9,000.00 per year

About WealthBlock

WealthBlock's capital raising and investor management solution supports private fund managers across venture capital, private equity, and real estate investment firms.

The white-label technology centralizes the tools private investment firms need to streamline investor onboarding, reporting, and marketing operations.

WealthBlock Screenshots

WealthBlock Pricing and Plans

Starting price: $9,000.00 per year

Free Trial

Free Version

Basic

$9,000.00

flat rate, per year

No plan information available

WealthBlock Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of WealthBlock
Activity Dashboard
Alerts/Notifications
API
Audit Trail
Client Portal
Data Import/Export
Document Management
For Investment Advisors
For Investors & Traders
Investments Tracking
Portfolio Management
Reporting/Analytics
Third-Party Integrations
Visual Analytics

WealthBlock Integrations

Entrust IDV

Calendly

Docusign

Google Analytics 360

Dropbox Sign

Mailchimp

See all 12 integrations

WealthBlock User Reviews

Overall Rating

4.7

Ratings Breakdown

69%

31%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.8

Functionality

4.6

Have you used WealthBlock and would like to share your experience with others?

Kevin T.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

Incredibly responsive team with a simple and powerful investment platform

I've been absolutely blown away with the team's ability to integrate feature requests and bug fixes quickly and efficiently. The architecture of the platform allows for a lot of flexibility in configurations and the team has implemented a lot of controls at the admin level to allow me to configure each offering they way we need to.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

WealthBlock has created an incredibly simple product that provides a lot of the configuration options needed to manage almost any kind of capital raise. Combining that with a pseudo CRM and client engagement system makes it incredibly easy to manage a stable of investors or create new offerings to market across a broader audience.

Cons:

To support a highly flexible process (which tends to be quite custom for each of their clients) they had to sacrifice some level of automation on the investment process. This may be more straight forward if you integrate with their payment partners, accredited investor verification, or other services, but if you choose to do some of this off platform it requires a bit more care to manage effectively.

Reasons for choosing WealthBlock

Cost, team responsiveness and usability were the key features we were looking for.

Reasons for switching to WealthBlock

We were looking for a simplified and more cost effective solution as we separated from our partner who was a a broker dealer.

Dorian D.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2023

Best Decision We Could Have Made

From the initial sales call and product selection through onboarding and ongoing support, the WealthBlock team is always there for us. We couldn't imagine moving our software needs to anyone else.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The WealthBlock crowdfunding platform software was the best decision we could have made for our platform. We compared all available alternatives and WealthBlock came out on tope in all categories. The quality and professionalism of their onboarding and platform support teams, as well as the ease of integrating necessary third-party providers is unmatched in the market.

Cons:

There were really no cons when it cam to selecting WealthBlock

Reasons for choosing WealthBlock

WealthBlock was the clear leader in being able to provide compliant, well-integrated software solutions for our debt and equity crowdfunding platform.

Bennett D.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed May 2023

Outstanding Customer Support

We are using Wealthblock to present our private placement securities to qualified prospects, a task tot which the platform is well-suited.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The rapid responses I get when reaching out to Wealthblock support for assistance with navigating the platform's extensive feature set.

Cons:

The degree to which licensees can customize the front end to match the licensee's brand.

LaTika T.

Verified reviewer

Financial Services

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed May 2023

Streamlining the subscription process

Overall, it has solved a massive problem for us in streamlining the subscription process. This was very time-consuming and put a large burden on our clients and team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to control the process the subscription process by creating a client portal to populate subscription documents has streamlined our process immensely. Other software we explored did not give us the ability to customize the subscription process.

Cons:

I would like to see WealthBlock's integration with other software (ie. outside CRM systems, reporting software)

Reasons for choosing WealthBlock

The ability to control and customize the subscription process. Other companies took control of this process and we were at the mercy of their timeline to set up the documents.

Verified

Reviewer

Investment Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2021

Exactly What we Needed

WealthBlock's robust, user-friendly platform, their helpful, communicative team, and their creativity and commitment to always improving make it an easy choice!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

WealthBlock's portal simplifies everything. We like how organized and robust the offering pages are. Because we are able to customize the information about our deals and the format, we have been able to create a unique look that is easy to read and easy to navigate for our investors. With WealthBlock, the investing process is much simpler as well (investor flow). By walking them through each step, we have found that more of our investors complete the entire process in just a few minutes, rather than getting partway through and abandoning it. The email engagement feature is also one of my favorites. Using it, we can easily create drip campaigns that go out to our audience, based on their interaction/interest level with the current deal. This helps save time when following up with our investors and provides value for them as well.

Cons:

Since we've been on the platform for a year and a half, WealthBlock has continuously updated and improved their portal. Every time I've suggested a feature, they've implemented it or provided me with an alternate solution. As of now, WealthBlock has all the features we need.

Reasons for choosing WealthBlock

WealthBlock's price was reasonable given the number of features it offers. Its team was also excellent. Working with WealthBlock was a great experience from the beginning. Working with such a knowledgeable and kind team was a pleasure from the very start.

Elisa C.

Verified reviewer

Real Estate

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2023

One year since making the switch to WealthBlock

Overall, I think we made a good choice in selecting the platform. It was one of the more technologically advanced offerings and had built in flexiblity. The development team is smart and really takes feedback and incorporates it into the product, which is rare for SaaS, fintech offerings.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product is very straightforward for both the admin and the client/investor to use. It is easy to launch a new offering and be an active fundraiser using WealthBlock. Visually the portfolio and transactions page make it clear what investors have invested in, when and how the asset is performing.

Cons:

While admins can learn watching videos and can receive quick feedback via email from the customer success team, it is very difficult to schedule a call to talk through a solution. The team was responsive if we asked a few times for a call, especially during onboarding. These calls were essential in arriving at a smart and efficient approach

Reasons for choosing WealthBlock

More advance API options, well thoughout offering with built in flexibilities. Easy and efficient onboarding, plus value driven annual subscription pricing

Reasons for switching to WealthBlock

Needed to provide our investors with a better portfolio view of funds and REITs, along with NAV.

Tyler V.

Verified reviewer

Investment Management

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed July 2023

2+ year user with 8+ offerings successfully deployed

WealthBlock has been an invaluable tool for capital raising.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customized content for each offering and the ability to track client activity are the biggest pro’s of the platform.

Cons:

I have no concerns at this time. WealthBlock has done a great job of continuing to add features.

Brian B.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Current top choice for white-label funding platforms.

Having worked with and launch white-label platforms for over a decade WealthBlock has been the best one I've worked with.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

WealthBlock is a comprehensive and solid funding platform backend that makes it very easy to self serve and create efficient processes.

Cons:

It would be nice if it had native or more advanced asset tokenization capabilities but that is starting to be addressed with integrations.

Reasons for switching to WealthBlock

Better price/pricing model, easier self-services functionality, nimble tech stack with API and Webhooks, responsive team.

Matt A.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed April 2023

The best platform for capital raising and investor management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Contains all features and functionality necessary to advertise our investment offerings, raise capital, and communicate with investors throughout the investment process and beyond. Integration partners include e-signature companies, payment processors, CRMs and more. Very easy to use and wonderful team always willing to help with our questions, post onboarding.

Cons:

I wish it was less expensive, but you don't get a Ferrari for the price of a Kia.

Eric W.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

Happy power user

Highly recommend. It’s a crucial part of our tech stack.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of setup, full featured, super responsive customer service.

Cons:

There is a long roadmap for enhancements.

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WealthBlock 2026: Benefits, Features & Pricing

Overview

About WealthBlock

WealthBlock Screenshots

WealthBlock Pricing and Plans

WealthBlock Features

WealthBlock Integrations

WealthBlock User Reviews

WealthBlock Popular Comparisons

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