Fundraising Fox

Wealthblock

Middletown, US · Founded 2018 · Delaware corporation

WealthBlock provides software for private fund managers to acquire, onboard, and retain investors. It serves the private markets industry with tools aimed at investor management and fund operations.

Founders & leadership

Wealthblock was founded in 2018 by Deji Jimoh.

DJDeji Jimoh
Deji JimohinChief Technology Officer / Co-founderDeji Jimoh has spent over 20 years architecting and deploying technology platforms and leading product teams, with expertise in data science, machine learning, and financial analysis. He was a finalist for the ITA CityLights "Technologist of the Year" award in 2016.
WMWilliam McNeil
William McNeilinChief Revenue Officer
TJTrilliam Jeong
Trilliam JeonginCo-founder & CEO

Reported raises · per SEC filings

Form D private placements

$706K disclosed across 2 of 3 rounds · 2018–2021

$456KraisedDec 2021 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Trilliam JeongExecutive Officer, Director
  • Deji JimohExecutive Officer, Director
Offering amount
$1.6M
Amount sold
$456K
Sales commissions
$21K
Placement agents
Hollister Associates LLC
First sale
Feb 2021
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$250KraisedFeb 2021 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Deji JimohExecutive Officer
  • Trilliam JeongExecutive Officer
Amount sold
$250K
First sale
Jan 2021
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
Undisclosed amountofferedAug 2018 · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Trilliam JeongExecutive Officer
  • Deji JimohExecutive Officer
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 7

by search overlap
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Eqvista34 shared keywordsEqvista provides software for equity management, cap table administration, and valuations for private companies. The platform enables structured tender offers that give employees and investors liquidity while maintaining company control over participation, pricing, and cap table integrity.
Folk list view28 shared keywordsfolk is a CRM that captures relationship context and uses AI assistants to automate sales busywork like follow-ups, relationship recaps, company research, and email outreach workflows. It serves sales and business development teams managing deals and contacts.

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Frequently asked questions

What does Wealthblock do?
WealthBlock provides software for private fund managers to acquire, onboard, and retain investors. It serves the private markets industry with tools aimed at investor management and fund operations.
Who founded Wealthblock?
Wealthblock was founded by Deji Jimoh in 2018.
How much funding has Wealthblock raised?
Wealthblock has disclosed $706K raised across 2 of its 3 known rounds.
Where is Wealthblock headquartered?
Wealthblock is headquartered in Middletown, US.