WealthBlock
PrivateLast Round
Seed
Feb 12, 2021
Total Funding Raised
$350,000
Company Overview
WealthBlock is a fintech company that provides an AI-powered, white-label platform for private fund managers to streamline investor onboarding, capital raising, and investor relations.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Workflow Automation, CRM, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthBlock Comparables
Compare WealthBlock with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vessel | 88% | |
| Eleven Platform, Inc. | 87% | |
| The Trellis Platform | 84% |
WealthBlock Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 12, 2021 | ||||
| Accelerator | Aug 19, 2019 |
Key People
Founding team and executive leadership
WealthBlock Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Capital Development, LLC | Seed |
| Holt Xchange | Seed, Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 12, 2021
$250K round with Holt Xchange and Human Capital Development.
WealthBlock Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about WealthBlock's valuation, stock price, and market status.
Is WealthBlock a public or private company?
WealthBlock is a private company.
What is the current stock price of WealthBlock?
WealthBlock is a private company with no public stock price. No recent secondary market data is available.
How much is WealthBlock worth (valuation)?
Valuation information for WealthBlock is not publicly available.
Can I buy WealthBlock stock?
WealthBlock shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was WealthBlock's last funding round?
WealthBlock's most recent funding round was Seed on February 12, 2021.
Who are the main investors in WealthBlock?
Key investors in WealthBlock include Holt Xchange.
Will WealthBlock IPO soon?
No public IPO plans have been announced for WealthBlock.
How can I track WealthBlock secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor WealthBlock's secondary market activity and sign up for updates.