Who We Are
Elevate every investor experience
Our Vision
A world where investors of all sizes can easily access and invest in private funds.
Our Mission
To radically simplify how private funds managers acquire, onboard, and retain investors
Our Technology Differentiators
Plug and Play
Get the most from your infrastructure with modular solutions.
Easy to Deploy
Deploy new funds within hours using a configurable workflow and AI.
GPs Come First
With Wealthblock you own your data and LP relationships.
Adaptable
WealthBlock allows you to personalize the experience.
Our Team
Trilliam Jeong
Chief Executive Officer
Deji Jimoh
Chief Technology Officer
Erika Marquez
Director of Technical Services
Brendan Walsh
Enterprise Sales Director
Ralph Welsch-Lehmann
Chief Financial Officer
(Fractional)
Doug Fresh
Senior Software Engineer
Matt Johnson
Senior UI/UX Designer
Lauren Tomasek
Technical Support Lead
Ariel Chao Yang
Operations