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Trilliam Jeong

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 WealthBlock appoints William McNeil as Chief Revenue Officer and General Counsel, with CEO Trilliam Jeong highlighting his role in driving AI-powered investor experience transformation for private funds and family offices.

WealthBlock Appoints William McNeil as Chief Revenue Officer

September 17 2025

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.

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 WealthBlock Introduces New Functionality to Transform Investor Onboarding, Marketing and Reporting for Global Asset Managers

WealthBlock Introduces New Functionality to Transform Investor Onboarding, Marketing and Reporting for Global Asset Managers

July 29 2024

WealthBlock, the platform that streamlines capital raising, investment marketing and investor management for global asset […]

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