WealthBlock Names William McNeil As Chief Revenue Officer

1 week ago

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William McNeil

WealthBlock, the AI-powered platform for private fund managers, has appointed William McNeil as its new Chief Revenue Officer and General Counsel. In this dual role, McNeil will overview the company’s revenue strategy while aligning legal and operational priorities to strengthen WealthBlock’s position as a leading infrastructure partner for private funds, GPs, RIAs, and family offices.

The appointment comes as WealthBlock’s platform continues to expand, offering tools that streamline everything from digital onboarding and KYC to capital calls and investor reporting. By leveraging AI-powered workflows, WealthBlock enables its clients to scale efficiently, reduce compliance risk, and deliver premium investor experiences—all without diverting teams from their core strategic initiatives.

Trilliam Jeong, CEO of WealthBlock, emphasized the importance of the hire: “We’re thrilled to welcome William to the leadership team. His ability to , 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 viewk 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.”

Takeaway

William McNeil joins WealthBlock to align revenue growth with compliance and innovation, strengthening the firm’s role as a trusted infrastructure partner.

Blending Revenue Expertise With Legal Insight

McNeil brings a rare combination of revenue leadership, fintech strategy, and legal expertise. His career includes extensive experience assisting financial institutions embrace digital transformation while meeting strict . He has developed B2B sales systems tailored to the unique demands of financial and legal sectors and has assisted scale private capital operations with AI-powered answers.

This background positions him to bridge the gap between technology adoption and regulatory alignment—a critical capability as private fund managers increasingly rely on WealthBlock for infrastructure. His legal expertise also ensures that clients benefit from strategies that not only accelerate growth but also minimize .

The appointment highlights WealthBlock’s broader strategy of strengthening its executive team with leaders who can drive sustainable growth and navigate the complex dynamics of private capital markets in an era of rapid technological change.

Takeaway

McNeil’s dual expertise in revenue generation and legal strategy makes him uniquely positioned to guide WealthBlock through the next phase of digital transformation in private capital.

Momentum For WealthBlock’s Expansion

WealthBlock has been accelerating its momentum, recently onboarding several new clients in Q3 2025, including a Registered Investment Advisor (RIA) and a Broker-Dealer firm. These partnerships underline its expanding role within the financial ecosystem, where it acts as the infrastructure layer powering investor experiences for institutions managing hundreds of millions to billions in AUM.

In his remarks, McNeil underscored the company’s value proposition: “WealthBlock is redefining what it means to deliver an exceptional investor experience. I’m excited to join this exceptional team as we assist 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 assist WealthBlock continue leading as the operating system for investor experiences.”

With the addition of McNeil, WealthBlock is signaling its intent to expand aggressively while maintaining its reputation for compliance-driven innovation. The company’s growth trajectory suggests it is well-positioned to capitalize on increasing demand for digital-first .