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Episode 1159: An effort to automate and simplify deal-matching and fundraising campaigns
Manage episode 419708307 series 1019928
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)
60 episodes
Manage episode 419708307 series 1019928
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)
60 episodes
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