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WealthBlock

8 employees

WealthBlock is a technology firm that helps people take control of their financial future.

Basic info

Industry

financial services

Sectors

Artificial Intelligence
Institutional Investments
impact investing
RIA
High Net Worth Individuals
fintech
distribution network
Information Technology
investment banking
financial technology
financial services
deal flow
Analytics
private capital
private placement
Email Marketing
CRM
Customer Relationship Management
investment management
private investments
Accreditation
Family Office
asset management
Venture Capital
Blockchain
Private Equity
syndication
investing
KYC
Financial Services
FinTech
capital raising
capital markets
Data Room
crowdfunding
AML

Date founded

2018

Funding rounds raised

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WealthBlock raised undisclosed on August 19, 2019

Investors: Holt Accelerator

FAQ