Using the WealthVP Platform

WealthVP is a fully-integrated Software as a Service (SaaS) application that transitions the last “word of mouth” investment sector into the digital era.

Using information entered in investor and company profiles, WealthVP’s proprietary algorithm produces a wide range of matches between companies and investors whose financial needs and goals align. Once a match is made, investors can reach out directly to the companies they are interested in via the secure messaging tool.

WealthVP investors can connect with one another to form syndicates in an exclusive, social media style setting.

The WealthVP platform saves time, money, and increases the rate of successful investments. It’s that simple.


Match Made For Companies & Family Offices

Proprietary Matching Algorithm

Each search produces multiple results, all aligning directly with investment goals.

Fresh Investment Opportunities

Family Offices will be able to see team profiles, funding history, video introductions, executive summaries, and more.

Easy Communication

Real-time communication and direct messaging. Only investors can initiatea conversation, so there are nounsolicited messages.

Form Investor Syndicates

Investor Syndicates allow Family Officesto pool capital for particular investmentsthat could otherwise be out of reach forthem individually.

Multi-Device Capability

Use WealthVP just as easily on your mobile device as your desktop.

Simple Subscription Model

We never take a percentage ofany deals made.