WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding, deal presentation, and reporting. Across 130+ firms, we’ve boosted onboarding speeds by 5-10x and reduced manual errors by 90%.
| Website | http://www.wealthblock.ai |
| Employees | 10 (7 on RocketReach) |
| Founded | 2018 |
| Address | 200 W Superior St 200, Chicago, Illinois 60654, US |
| Phone | +1 347-256-8455 |
| Technologies |
JavaScript
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HTML
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Google Analytics
+14 more
(view full list)
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| Industry | Capital Markets, Artificial Intelligence, Data and Analytics, Science and Engineering, Software, Blockchain, Financial Services, Information Technology |
| Keywords | Investment Management Platform, Institutional Investor Platform, Financial Technology Platform, Wealth Management Software, Workflow Automation Platform, Investment Operations Software, Capital Markets Technology, Reporting Automation Software, Portfolio Management Software, Fund Administration Software, Deal Management Software, Secure Document Management, Data Room Software |
| Competitors | Fidelity Investments, Ally, SoFi, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash +41 more (view full list) |
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WealthBlock Questions
Deji Jimoh is the Chief Technology Officer and Co-founder of WealthBlock.
7 people are employed at WealthBlock.
WealthBlock is based in Chicago, Illinois.
Top WealthBlock Employees
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25+
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Trilliam J
Co-founder and CEO at WealthBlock
Florida, United States23 -
31
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Erika K. Marquez
Director Of Technical Services at WealthBlock
Chicago, IL, US23 -
Douglas Fresh
Senior Software Engineer at WealthBlock
Chicago, IL, US22 -
2
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