WealthBlock Appoints William McNeil as Chief Revenue Officer

WealthBlock, the AI-powered platform transforming how private fund managers raise capital and manage investors, today announced the appointment of William McNeil as Chief Revenue Officer and General Counsel. McNeil will lead the company’s revenue growth strategy while supporting its mission to help private funds, GPs, RIAs and family offices modernize their investor experience with AI-powered workflows—from digital onboarding and KYC to capital calls and investor reporting. 

WealthBlock’s platform is trusted by firms managing hundreds of millions to billions in AUM to scale operations, reduce compliance risk and deliver white-glove investor journeys, without pulling teams away from their core strategic work. This powerful value proposition is critical for both General Partners (GPs) and Broker-Dealers (BDs), as they increasingly rely on WealthBlock as their infrastructure partner of choice. 

McNeil brings a unique blend of revenue leadership, legal expertise and fintech strategy to WealthBlock with a proven track record helping financial organizations embrace digital transformation while maintaining rigorous compliance and operational discipline. He has extensive experience scaling private capital with AI and building infrastructure for both GPs and LPs, and creating new B2B sales systems tailored to the financial and legal sectors. 

“We’re thrilled to welcome William to the leadership team,” said Trilliam Jeong, CEO of WealthBlock. “His ability to expand revenue operations, align legal and financial strategies and bring innovation to private capital markets is exactly what we need for our next stage of growth. As more GPs and BDs seek infrastructure partners to elevate investor experiences, WealthBlock is well-positioned to lead, and William will play a pivotal role in making that vision a reality.” 

Momentum Meets Opportunity at WealthBlock 

WealthBlock continues to accelerate growth, recently onboarding several new clients in Q3 2025 including a Registered Investment Advisor (RIA) and a Broker-Dealer firm. These partnerships underscore the company’s expanding footprint in the financial ecosystem and its critical role as the infrastructure layer powering the next generation of investor experiences. 

“WealthBlock is redefining what it means to deliver an exceptional investor experience,” said William McNeil, Chief Revenue Officer and General Counsel at WealthBlock. “I’m excited to join this exceptional team as we help our clients leverage AI-powered infrastructure to scale their operations, reduce compliance burdens and create seamless investor journeys. This is an incredible opportunity to drive meaningful impact and to help WealthBlock continue leading as the operating system for investor experiences.”