WealthBlock Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Private

  • Employees
  • 11

Employees

  • Latest Deal Type
  • Early Stage VC

  • Latest Deal Amount
  • $456K

  • Investors
  • 5

WealthBlock General Information

Description

Developer of a digital investor management platform designed to assist with capital raising and client relationship management. The company's platform integrates functions such as a customer relationship management system, fund documentation, investment closing process automation, operational steps customization, data analysis and reporting, and an access point for communication and document retrieval, enabling private fund managers to improve the investor experience, access new sources of capital, and increase operational efficiency by removing manual administrative tasks.

Contact Information

Website
www.wealthblock.ai
Formerly Known As
WealthBlock.AI
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 600 North Broad Street
  • Suite 5 Number 3587
  • Middletown, DE 19709
  • United States
+1 (347)
Primary Industry
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 600 North Broad Street
  • Suite 5 Number 3587
  • Middletown, DE 19709
  • United States
+1 (347)

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WealthBlock Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC 23-Dec-2021 $456K Completed Generating Revenue
2. Early Stage VC 12-Feb-2021 Completed Generating Revenue
1. Accelerator/Incubator 19-Aug-2019 $100K $100K Completed Generating Revenue
To view WealthBlock’s complete valuation and funding history, request access »

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WealthBlock Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a digital investor management platform designed to assist with capital raising and client relationship mana
Financial Software
Middletown, DE
11 As of 2025

Murray, UT
 

New York, NY
 
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WealthBlock Competitors (3)

One of WealthBlock’s 3 competitors is CrowdEngine, a Corporate Backed or Acquired company based in Murray, UT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
CrowdEngine Corporate Backed or Acquired Murray, UT
Institutional Capital Network Private Equity-Backed New York, NY
North Capital Venture Capital-Backed Midvale, UT
You’re viewing 3 of 3 competitors. Get the full list »

WealthBlock Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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WealthBlock Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds
Human Capital Development Impact Investing Minority
Blockchain Fond Venture Capital Minority
Global Blockchain Ventures Venture Capital Minority
Angel (individual) Minority
Holt Xchange Venture Capital Minority
To view WealthBlock’s complete investors history, request access »

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WealthBlock FAQs

  • When was WealthBlock founded?

    WealthBlock was founded in 2018.

  • Where is WealthBlock headquartered?

    WealthBlock is headquartered in Middletown, DE.

  • What is the size of WealthBlock?

    WealthBlock has 11 total employees.

  • What industry is WealthBlock in?

    WealthBlock’s primary industry is Financial Software.

  • Is WealthBlock a private or public company?

    WealthBlock is a Private company.

  • What is WealthBlock’s current revenue?

    The current revenue for WealthBlock is .

  • How much funding has WealthBlock raised over time?

    WealthBlock has raised $906K.

  • Who are WealthBlock’s investors?

    Human Capital Development, Blockchain Fond, Global Blockchain Ventures, , and Holt Xchange have invested in WealthBlock.

  • Who are WealthBlock’s competitors?

    CrowdEngine, Institutional Capital Network, and North Capital are competitors of WealthBlock.

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