Wealthblock, a tech platform that supports private securities offerings, says since its founding in 2018 it has helped issuers to raise over $4 billion in capital from 15,000+ investors.
Wealthblock is a white-labeled platform that provides several services for firms raising money. The platform is designed for global asset managers, as well as Venture Capital, Private Equity, and Real Estate firms.
Wealthblock assists with onboarding, marketing, and reporting for issuers in a regulatory-compliant environment.
WealthBlock claims that it can set up a firm’s investor workflows in under 30 minutes.
Trilliam Jeong, CEO of WealthBlock, explains that they founded the company after hearing about frustrations of firms with onboarding and management of offerings.
“As we continue to invest in our platform, we are giving our clients an all-in-one solution that provides the data analytics, attention to detail and ease of engagement they need to automate and error-proof the entire onboarding, marketing, and reporting processes. By helping these firms digitize and customize these operations in mere minutes, we are empowering them to simplify activities so they can focus on their core mission of raising capital and generating returns for their customers.”