Fundz

Wealthblock Inc. reported raising $456,000 in an initial SEC Form D filing, from an offering of $1.65 Million

PRIVATEDec 23, 2021$456K of $1.6M raised

Amount Raised

$456,000

$456,000 sold, per SEC Form D (first sale Dec 23, 2021)

Round Type

Seed

ChicagoInformation TechnologyArtificial IntelligenceFintech

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

Works inside ChatGPT and Claude. Ask who to call at WealthBlock. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

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.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment WealthBlock raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for WealthBlock's next move

See what Strategic adds

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

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

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.