Praxent and WealthBlock facilitate intuitive journeys for investors

Praxent, a financial services digital consultancy and development firm with more than two decades of experience, today announced that it has partnered with WealthBlock to create custom digital experiences for those looking to facilitate capital raises, such as venture fund and crowdfunding managers.

Chicago-based WealthBlock is a leader in the private capital raising and investor management technology sector. WealthBlock’s white label platform is designed for private asset management firms and funding portals to streamline investment presentation, investor onboarding & document e-sign, and investor reporting. By working together, WealthBlock and Praxent are helping joint clients develop and launch differentiated, flexible digital journeys that attract investors and drive conversions.

“To succeed in the increasingly challenging capital raising space, it’s critical to facilitate seamless self-service for investors,” said Trilliam Jeong, CEO at WealthBlock. “Praxent’s hyper-focus on financial services, coupled with their proven success at integrating within our platform, made them the ideal partner. By joining forces, we enable clients to accelerate the secure launch of custom experiences that allow them to more effectively onboard and serve investors.”

SageStreet is an alternative investment platform for accredited investors that offers exclusive access to income producing, asset-backed investments. Harris Junell, Managing Director of SageStreet who has worked with both Praxent and WealthBlock, said, “Praxent helped us on our journey as we brought our investment platform to 506c accredited investors. The initial integration of our website with WealthBlock was a pivotal launching point, helping us reach new investors, automate onboarding and more effectively serve our community.”

“WealthBlock is powering the future of funding deals, helping investment firms streamline the often complex capital raising process,” said Tim Hamilton, founder and CEO of Praxent. “We are proud to add an industry leader like WealthBlock to the ecosystem of valuable partners we have created for our clients. Together, we are creating and integrating bespoke, secure user experiences that drive revenue and growth for companies looking to raise capital.”

About Praxent

Austin-based Praxent is The Fintech Product Agency^TM, accelerating the development of differentiated fintech products and experiences that produce measurable results. The Praxent team specializes in the fintech and financial services space, and has helped over 400 organizations acquire and enrich their customer relationships through the latest in human-centered design, frontend engineering and product integration. Visit praxent.com to learn more.

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