WealthBlock

WealthBlock's pricing is structured to support firms as they scale from their first few deals to large-scale institutional management. The entry-level 'Professional' plan starts at approximately $30,000 per year, making it an investment grade for firms serious about capital raising. In addition to the base subscription, WealthBlock passes through transactional fees from third-party vendors for specific services: KYC/AML checks cost between $1.75 and $3.50 per check, while accreditation verifications are roughly $35. There are also nominal fees for e-signature usage beyond the 750 free documents included annually ($0.75 per document) and email overages. Payment processing fees for ACH and credit cards are also passed through based on the chosen gateway (e.g., North Capital or Stripe). This model allows firms to maintain low fixed costs while scaling their expenses only as their transaction volume grows.