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Episode 1159: An effort to automate and simplify deal-matching and fundraising campaigns

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Manage episode 419708307 series 1019928
Content provided by Institutional Real Estate, Inc. Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institutional Real Estate, Inc. Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Trilliam Jeong, founder and CEO of WealthBlock, has set an organizational vision to create a private investment network — initially catering to high-end investors and then expanding to include non-accredited investors — that provides AI-driven deal matching by serving as a search engine for private investment. In the meantime, the company’s platform offers customizable straight-through processing that automates the manual client onboarding and investment processes that bedevil financial advisers. (05/2024)

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 419708307 series 1019928
Content provided by Institutional Real Estate, Inc. Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institutional Real Estate, Inc. Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Trilliam Jeong, founder and CEO of WealthBlock, has set an organizational vision to create a private investment network — initially catering to high-end investors and then expanding to include non-accredited investors — that provides AI-driven deal matching by serving as a search engine for private investment. In the meantime, the company’s platform offers customizable straight-through processing that automates the manual client onboarding and investment processes that bedevil financial advisers. (05/2024)

  continue reading

60 episodes

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