Fundraising Fox
Wealthblock
Middletown, US · Founded 2018 · Delaware corporation · 2 known investors
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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.
DJ
Deji JimohChief 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.
WM
William McNeilChief Revenue OfficerChief Revenue Officer and General Counsel at WealthBlock, McNeil brings over two decades of experience in digital transformation and go-to-market strategy across banks, credit unions, law firms, and other regulated financial institutions; he is also the founder of B2BProspect.ai, an AI platform for CRM enrichment and outbound systems.
Investors · 2
Reported raises · per SEC filings
Form D private placements$706K disclosed across 2 of 3 rounds · 2018–2021
▶$456KraisedDec 2021 · 8 investors · Other TechnologyRule 506(b)
▶$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
▶$250KraisedFeb 2021 · 1 investors · Other TechnologyRule 506(b)
▶$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
▶Undisclosed amountofferedAug 2018 · Other TechnologyRule 506(b)
▶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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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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.
- Who are Wealthblock's investors?
- Wealthblock's investors include Global Blockchain Ventures, HOLT Xchange / Holdun Family Office.
- 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.