Find more qualified deals!

You are looking for the easiest path to getting quality investments. In the past, you and your team had to source these through your network, spending countless hours reaching out without the ability to know the quality of deals before you get involved.

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Partnering with an organization in which you can have a relationship with a Relationship Manager, backed by technology that serves up potential matches based on the parameters that you and your Relationship Manager set.

Besides quality deals, you also gain the ability to network with other investors paired with a community where you can have chat rooms and syndicate rooms to expand your capabilities as an investor and converse with those that have common interests.
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WealthVP Investors Membership Value Proposition

Traditional Family Office
  • Analyst: $80,768
  • Network Management Consultant: $96,876
  • Data Software: %25,000 (Pitchbook)
  • Community Software: $575 (LinkedIn)
  • Angel Group Association: $995
  • High New Worth Pitch Events: $30,000
  • Annual Conferences: $5000
Total Annual Cost: $239,000
WealthVP
  • Financial Concierge: Analyst
  • Network Management
  • Matching Software
  • Community Software
  • Angel / Family Office Group
  • Pitch events.
  • High New Worth Peer Group
  • Networking Introductions
  • Annual Conferences
Total Annual Cost: $25,000