WealthBlock - 2026 Pricing, Features, Reviews & Alternatives

Create Streamlined Investment Flow
Create TurboTax-like subscription document e-signing process
Create custom investor questionnaire
Self-configure investor journey
Create custom e-signature templates with pre-populated data fields
Access Fund Admin & Cap Table Management from one place
Run all compliance checks (KYC/AML, Accreditation) with one click
Use 3rd party compliance check vendors
(or) run your own checks with collected info and manual approval control
Collect payment or make capital calls in one place
Enable ACH, wire, credit card, self-directed IRA and crypto
Make capital calls and manage & track funding progress
Manage investor relationship post raise
(e.g. performance & tax reporting)

Manage All Investor Engagement With One-Stop Solution
Engage LPs with digital offers
Enhance offer webpage with video, dataroom, Calendly and Zoom Video
Empower non-tech personnel to create and manage offers conveniently
Control access of documents and visibility with custom criteria (i.e. Dataroom)
Manage all LP transactions, capital calls, documents &
engagement in one place (i.e. CRM, Investor portal )
Create custom investor profile template
Bulk upload, edit and download investor data
Run custom filters and create distribution lists
Track investors’ portfolio status
Track and convert engagement data into insight
Auto collect all engagement data (e.g. clicks, views, open etc)
Auto populate engagement analytics (e.g. position in sales funnel)
Create marketing automation (e.g. DRIP campaign, auto reminders)

Access Fund Services In One Place
Access end-to-end SPV services*
Form SPV with templated legal documents
SPV formation
Annual tax & K1 processing
Ask us to integrate with any fund admin vendor for free**
Streamline your custom workflow with your preferred fund administrators
Provide up-to-date metrics to LPs and portfolio companies
Allow LPs to access all performance and tax documents in one place
Switch between fund admin services easily
Transfer data to the fund admin of your choice upon request
Access multiple fund admin solutions in one place***

*SPV fund services are provided by Glassboard Technology, a wholly owned subsidiary of Assure Fund Services.
**Subject to the fund administrator’s API readiness. A 1-year prepaid subscription is required for each fund admin integration.
***As we integrate with more fund admins, there will be increasing number of fund admins to choose from.