--- description: Learn how WealthBlock can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: WealthBlock Reviews, Pricing & Ratings | GetApp NZ 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [WealthBlock](/software/2051123/wealthblock) # WealthBlock Canonical: https://www.getapp.co.nz/software/2051123/wealthblock Page: 1 / 2\ Next: [Next page](https://www.getapp.co.nz/software/2051123/wealthblock?page=2) > WealthBlock's white label platform supports Private Fund Managers across Venture Capital, Private Equity, and Real Estate Investment Firms to raise capital 5x faster and manage investors with 95% less effort. > > Verdict: Rated **4.7/5** by 16 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of WealthBlock 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. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 16 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: WealthBlock ## Commercial Context - **Starting Price**: US$9,000.00 - **Pricing model**: Flat Rate - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Activity Dashboard - Alerts/Notifications - Audit Trail - Client Management - Client Portal - Compliance Tracking - Data Import/Export - Document Management - For Investment Advisors - For Investors & Traders - Fund Management - Investments Tracking - Portfolio Management - Reporting/Analytics - Third-Party Integrations - Visual Analytics ## Integrations (12 total) - Calendly - Docusign - Dropbox Sign - Entrust IDV - Google Analytics 360 - Google Data Studio - Mailchimp - Mangopay - Plaid - Stripe - Twilio - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Investment Management Software](https://www.getapp.co.nz/directory/17/investment-portfolio-management/software) ## Alternatives 1. [Morningstar Direct](https://www.getapp.co.nz/software/2080459/morningstar-direct) — 4.1/5 (251 reviews) 2. [Human Interest](https://www.getapp.co.nz/software/2047632/human-interest) — 4.0/5 (36 reviews) 3. [WOWS Investment Portal](https://www.getapp.co.nz/software/2068610/wows) — 4.7/5 (97 reviews) 4. [Avestor](https://www.getapp.co.nz/software/2078775/avestor) — 5.0/5 (8 reviews) 5. [DealCheck](https://www.getapp.co.nz/software/2047952/dealcheck) — 4.8/5 (38 reviews) ## Reviews ### "Incredibly responsive team with a simple and powerful investment platform" — 5.0/5 > **Kevin** | *22 September 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: WealthBlock has created an incredibly simple product that provides a lot of the configuration options needed to manage almost any kind of capital raise. Combining that with a pseudo CRM and client engagement system makes it incredibly easy to manage a stable of investors or create new offerings to market across a broader audience. > > **Cons**: To support a highly flexible process (which tends to be quite custom for each of their clients) they had to sacrifice some level of automation on the investment process. This may be more straight forward if you integrate with their payment partners, accredited investor verification, or other services, but if you choose to do some of this off platform it requires a bit more care to manage effectively. > > I've been absolutely blown away with the team's ability to integrate feature requests and bug fixes quickly and efficiently. The architecture of the platform allows for a lot of flexibility in configurations and the team has implemented a lot of controls at the admin level to allow me to configure each offering they way we need to. ----- ### "Best Decision We Could Have Made" — 5.0/5 > **Dorian** | *8 May 2023* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The WealthBlock crowdfunding platform software was the best decision we could have made for our platform. We compared all available alternatives and WealthBlock came out on tope in all categories. The quality and professionalism of their onboarding and platform support teams, as well as the ease of integrating necessary third-party providers is unmatched in the market. > > **Cons**: There were really no cons when it cam to selecting WealthBlock > > From the initial sales call and product selection through onboarding and ongoing support, the WealthBlock team is always there for us. We couldn't imagine moving our software needs to anyone else. ----- ### "Outstanding Customer Support" — 4.0/5 > **Bennett** | *10 May 2023* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: The rapid responses I get when reaching out to Wealthblock support for assistance with navigating the platform's extensive feature set. > > **Cons**: The degree to which licensees can customize the front end to match the licensee's brand. > > We are using Wealthblock to present our private placement securities to qualified prospects, a task tot which the platform is well-suited. ----- ### "Streamlining the subscription process" — 4.0/5 > **LaTika** | *3 May 2023* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: The ability to control the process the subscription process by creating a client portal to populate subscription documents has streamlined our process immensely. Other software we explored did not give us the ability to customize the subscription process. > > **Cons**: I would like to see WealthBlock's integration with other software (ie. outside CRM systems, reporting software) > > Overall, it has solved a massive problem for us in streamlining the subscription process. This was very time-consuming and put a large burden on our clients and team. ----- ### "Exactly What we Needed" — 5.0/5 > **Verified Reviewer** | *5 October 2021* | Investment Management | Recommendation rating: 10.0/10 > > **Pros**: WealthBlock's portal simplifies everything. We like how organized and robust the offering pages are. Because we are able to customize the information about our deals and the format, we have been able to create a unique look that is easy to read and easy to navigate for our investors. With WealthBlock, the investing process is much simpler as well (investor flow). By walking them through each step, we have found that more of our investors complete the entire process in just a few minutes, rather than getting partway through and abandoning it. The email engagement feature is also one of my favorites. Using it, we can easily create drip campaigns that go out to our audience, based on their interaction/interest level with the current deal. This helps save time when following up with our investors and provides value for them as well. > > **Cons**: Since we've been on the platform for a year and a half, WealthBlock has continuously updated and improved their portal. Every time I've suggested a feature, they've implemented it or provided me with an alternate solution. As of now, WealthBlock has all the features we need. > > WealthBlock's robust, user-friendly platform, their helpful, communicative team, and their creativity and commitment to always improving make it an easy choice\! ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.co.nz/software/2051123/wealthblock?page=2) ## Links - [View on GetApp](https://www.getapp.co.nz/software/2051123/wealthblock) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data