WealthBlock

WealthBlock.AI is a financial technology company headquartered in Chicago, Illinois, focused on democratizing access to private capital markets. Established in 2018, the company has rapidly ascended to become a leading provider of white-label infrastructure for alternative investment managers. WealthBlock's mission is to provide institutional-grade technology to mid-market and boutique fund managers, enabling them to offer the same digital sophistication as multi-billion dollar firms. The company operates at the intersection of investment management, legal tech, and marketing automation, positioning itself as the 'operating system' for private fund managers. With a team that combines deep quantitative finance expertise with modern software engineering, WealthBlock has built a platform that not only manages data but generates actionable insights for capital raising. To date, the company has powered over 140 platforms and facilitated over $4 billion in investor commitments, establishing a significant footprint in the VC, PE, and Real Estate sectors across the USA, Canada, and the UK.

WealthBlock was co-founded in 2018 by Trilliam (Trilly) Jeong, who currently serves as the company's CEO. Before starting WealthBlock, Jeong spent nearly six years at the National Futures Association (NFA) as a Lead Quantitative Analyst, where he built the first quantitative team in the Market Regulation department. His work involved developing sophisticated algorithms to detect suspicious trading behaviors in financial derivative markets—expertise that directly translates to WealthBlock's emphasis on security and compliance. Jeong's inspiration for the company came from his personal experience running a side hedge fund, where he realized that the pain of manual capital raising often outweighed the satisfaction of achieving market returns. He was joined by co-founder and CTO Deji Jimoh, an experienced technologist with a background in building scalable systems. Together, they sought to replace the fragmented landscape of spreadsheets and manual paperwork with a unified digital experience. The company participated in the Holt Accelerator cohort in 2019, which helped refine its focus on the global fintech market and accelerated its early product development.

WealthBlock has pursued a disciplined funding strategy, focusing on strategic investors within the fintech and blockchain ecosystems. In February 2021, the company raised a Seed round of $250,000, led by investors including The Holt Xchange and Human Capital Development. Other sources, such as PitchBook, indicate total funding closer to $906,000 through subsequent early-stage venture rounds and angel investments. Notable investors include Blockchain Fond and Global Blockchain Ventures, reflecting WealthBlock's technological alignment with secure, distributed ledger-style record-keeping. This capital has been primarily deployed into product development, specifically the integration of AI capabilities and the expansion of the platform's modular architecture. Despite its relatively lean funding compared to some competitors, WealthBlock has achieved significant market traction, reaching a milestone of $4 billion in capital supported on the platform by mid-2024, demonstrating strong capital efficiency and a sustainable growth model.

The WealthBlock platform is organized into several core modules that cover the entire investor lifecycle. The 'Offering Studio' allows managers to build high-fidelity, secure deal rooms with rich media and document tracking. The 'Subscription Builder' uses a proprietary engine to convert complex legal documents into digital workflows with conditional logic, reducing closing times from weeks to hours. The 'Investor CRM' serves as the nerve center, providing engagement analytics that notify managers when a prospective LP is actively reviewing a deal. For post-closing needs, the 'Report Center' and 'Investor Portal' provide a professional hub for performance tracking, tax document distribution (K-1s), and capital call management. WealthBlock also offers specialized services for SPV (Special Purpose Vehicle) management and integrates deeply with fund administrators to ensure back-office data remains synchronized. Recently, they introduced an 'AI Suite' which includes a content copywriter and an automated e-signature field mapper, further reducing the manual setup work required for each new fund launch.

While headquartered in the United States, WealthBlock has adopted a global-first expansion strategy, currently serving clients across North America, the United Kingdom, and the EMEA region. Their platform is designed to handle multi-currency transactions and diverse regulatory frameworks, including support for UK and Canadian compliance standards. A significant area of growth has been in the Middle East and GCC regions, where family offices and private equity firms are increasingly seeking digital-first solutions to manage their global portfolios. WealthBlock's white-label approach is particularly popular in these markets, where brand discretion and a high-end client experience are paramount. The company has also expanded its technical ecosystem through partnerships with global service providers like BitGo (formerly Brassica) for custody and North Capital for escrow services, enabling them to offer localized solutions in various jurisdictions without the need for extensive local physical offices.

WealthBlock maintains an aggressive release cadence, typically driven by direct client feedback. In early 2025, the company announced a major redesign of its 'Document Management Center,' which dramatically improved the speed and security of bulk-distributing tax documents and performance reports to thousands of investors simultaneously. Another recent milestone was the launch of the 'AI Suite,' which features an AI-powered e-signature builder that can analyze a PDF subscription document and automatically place all necessary signature and data-entry fields in seconds, a task that previously took hours of manual work. Additionally, they have enhanced their integration with Zapier, allowing firms to connect WealthBlock to over 5,000 other apps. Other recent updates include a more robust 'Transaction Management' module that supports complex multi-currency capital calls and a redesigned dashboard builder that allows both GPs and LPs to customize their views of portfolio IRR and cash flow metrics.

WealthBlock fosters a culture of innovation, transparency, and a 'GPs Come First' mentality. Operating with a lean, highly technical team of approximately 1-10 core employees (as of 2024 data), the company emphasizes extreme ownership and efficiency. The work environment is built on the same principles as the software itself: reducing friction and focusing on results. Founders Jeong and Jimoh prioritize a 'client-request-driven' roadmap, where engineers and product designers work closely with fund managers to solve real-world operational bottlenecks. This customer-centricity is reflected in their high retention rates and the frequent public praise from users regarding the platform's 'intuitive' nature. The company values technical excellence, particularly in quantitative areas and secure systems, which is a direct reflection of the founders' backgrounds in high-stakes financial regulation and market monitoring.

WealthBlock engages with its user base and the broader investment community through a variety of educational initiatives. They host a 'Master Class' series and a detailed blog that provide fund managers with best practices on capital raising, investor relations, and regulatory compliance. The company has a strong presence at major industry summits, such as the RAISE Global Summit, where they connect with Emerging Managers and Limited Partners. While they do not host a traditional public forum, WealthBlock maintains an active presence on LinkedIn and X (Twitter), where they share product updates and industry insights. They also cultivate a network of strategic partners, including fund administrators and compliance consultants, creating a broader ecosystem where WealthBlock users can find vetted service providers. Their 'Meet the Team' initiatives and direct access to senior leadership for Enterprise clients foster a tight-knit professional community centered around the modernization of private markets.