WealthBlock

WealthBlock

Marketing analytics, investment processing, CRM and more. All in ONE platform. Built for capital raising, designed for people.

Di WealthBlock

Really Know Your Investor

Through comprehensive tracking of all user activity, our AI matching engine provides a personalized investor experience, allowing you to uncover who's interested in your offers and why.

Attract More Investors

Our modularized platform, and blockchain powered referral program, enables you to reach all of your online and offline networks. Increase your distribution even further by cross-listing your offers through the WB Asset Network.

Process Funding Effortlessly

From creating a stunning offer page, to investor suitability checks, processing investment payments, document e-signing, and investor communication, we have all the tools you need to complete an investment in one sitting.

Keep Your Investors Engaged

Easy-to-use content management tools, offer and news updates, and secure instant messaging, keep your investors continously engaged, allowing you to uncover upselling opportunities.

Your Live Platform in Minutes

Launch a powerful analytics, CRM, and investment platform in minutes!

 

Benefits

Accelerate Your Funding

AI powered analytics alerts you to investor interest to achieve maximum conversion

Increase Your Sign-ups

Integrated blockchain powered referral program transforms users into promoters

Ensure Security and Compliance

KYC / AML verification, accreditation checks, and secure storage of offering documents

Invest with Ease

Payment gateways, including ACH and acceptance of both Bitcoin and Ether

Investor Communication

Send secure messages to investors, monitor portfolios, and provide investment reports

Engaging Experience

Wow your investors with stunning offer pages, videos, news and more

Squadra

Trilliam Jeong
Chief Executive Officer
Deji Jimoh
Chief Technology Officer
William Goode
VP Business Development
Doug Fresh
Engineering
Matt Johnson
Engineering
Greg Liegel
Product
Kristen Counter
Operations
Ariel Chao Yang
Accounting
Cliff Click
AI Advisor
Tom Sosnoff
Strategy Advisor-US
Zach Ziliak
Legal Advisor
Michael Phillips
Security Advisor
Steven Young
Legal Advisor
Michael Cavanaugh
Strategy Advisor

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