Fundz

Wealth Block.Ai Llc reported raising in an initial SEC Form D filing

PRIVATEAug 20, 2018

Round Type

Venture

ChicagoInformation TechnologyArtificial IntelligenceFintech

Quick answer

WealthBlock raised an undisclosed amount in a funding round, dated August 20, 2018. WealthBlock is based in Chicago, Illinois, United States.

How much did WealthBlock raise?
WealthBlock raised an undisclosed amount in a funding round on August 20, 2018.
What does WealthBlock do?
WealthBlock is a fintech platform based in Chicago that focuses on modernizing the investor experience for private funds, GPs, RIAs, and family offices.
Where is WealthBlock based and how big is it?
WealthBlock is based in Chicago, Illinois, United States.

Source: Fundz verified event record.

Who else raised in Fintech and Artificial Intelligence around the same time

Companies in the same sectors as WealthBlock that raised within 45 days of this round, from Fundz verified event records.

  • Quantiphi, Inc. raised $3.4M (Seed) on September 28, 2018.
  • Deep Lens, Inc. raised $3.1M (Seed) on September 27, 2018.
  • Valyant AI raised $1.1M (Seed) on September 14, 2018.
  • Soar.com raised $1.8M (Seed) on September 7, 2018.
  • Opentrons Labworks raised $11M on September 4, 2018.
  • Grey raised $1M (Seed) on August 31, 2018.

Who to call at WealthBlock, and when

A new round usually means WealthBlock is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day WealthBlock raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at WealthBlock, from your own LinkedIn network

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Company Information

Company

WealthBlock

Location

Chicago, Illinois, United States

About

WealthBlock is a fintech platform based in Chicago that focuses on modernizing the investor experience for private funds, GPs, RIAs, and family offices. The company utilizes AI-powered workflows to enhance processes such as digital onboarding, KYC, capital calls, and investor reporting. WealthBlock aims to lead innovative changes within private capital markets. Its mission is to help clients adapt to new technologies and improve operational efficiency.

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WealthBlock raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.