WealthBlock Email Format
Capital MarketsIllinois, United States2-10 Employees
WealthBlock provides a tailored platform for private investment firms, designed to integrate with a firm's existing systems and streamline complex capital-markets workflows. The solution supports activities such as investor onboarding, deal presentation, and reporting, helping firms operate more efficiently. It has been adopted by more than 130 firms, leading to faster onboarding and a substantial reduction in manual errors. Based in Chicago, Illinois, WealthBlock serves a specialized segment of the capital markets. In September 2025, the company appointed William McNeil as Chief Revenue Officer to oversee revenue generation and client relationships.