Accredited Investors

Qualifications

  • You must qualify as an accredited investor under applicable SEC regulations.

  • Age Requirement: You must be at least 18 years old to use the WealthVP platform.

The Rules

  • Soliciting loans, financial services, or other business services on WealthVP is not permitted.

  • Spam, misleading information, or attempts to exploit founders or investors will result in account removal.

Quality Deal Flow

Companies complete an Investor Readiness Assessment before being listed, helping you focus on real opportunities instead of noise.

Ian

Meet Ian. Your AI investment concierge who learns how you invest and helps surface private deals worth your time.

Private Network

WealthVP grows through trusted connections. You help shape the network by inviting founders and peers you trust.

Who is WealthVP for?

WealthVP is built for accredited investors looking for high-quality, curated private market opportunities—without the noise of open marketplaces.

How do I discover investment opportunities?

You’ll receive curated deal flow based on your preferences, along with the ability to explore companies directly.

Ian, our AI Concierge also delivers a weekly drop of three companies tailored to your investment style, with context on why each opportunity is a strong fit.

How is this different from other platforms?

Most platforms are built around volume. WealthVP is built around signal.

You don’t get flooded with deals—you get a curated set of investor-ready companies, plus a network that grows over time as you connect, invite peers, and make introductions.

How do I actually find good deals here?

You don’t have to dig.

You’ll receive curated opportunities based on your preferences, and Ian AI Concierge delivers a weekly drop of three companies—with context on why each one fits how you invest.

You can also explore and engage directly when something stands out.

What happens when I’m interested in a company?

You engage—ask a question, request more info, or start a conversation.

That action creates a connection, so you can continue the discussion and move toward an introduction or investment. In the near future, Ian will be able to handle outreach and introductions.

Can companies spam me?

No. Outreach is limited and controlled, with strict caps (up to 10 targeted messages per week for upgraded accounts), so what you receive stays relevant.

You can also choose to keep your account private so companies cannot reach out.

What kind of companies will I see?

Only investor-ready companies.

Each one includes the materials you actually need—pitch deck, key metrics, raise details, and traction—so you can evaluate quickly without chasing information.

Is this a marketplace or a network?

It’s a network.

The more you use it—connecting with companies, inviting peers—the more valuable your access becomes. It mirrors how real investing works: through relationships, not random discovery.

Do I have to pay to use this?

Investor access is currently free.

As the network grows, we may introduce optional membership tiers and more structured access to maintain a high-quality, curated experience. Our focus is to keep the platform valuable, relevant, and signal-driven.

Do you take fees or carry?

No. WealthVP does not take commissions, carry, or success fees.

Who can join?

WealthVP is built for accredited investors, as defined by the U.S. Securities and Exchange Commission.

Access is controlled through onboarding and an invite-based network to maintain quality.

How do you verify investors?

Investors verify their email and acknowledge accreditation requirements during onboarding.

We also monitor for suspicious activity and maintain a controlled, invite-based network. If something seems off, it’s reviewed and handled by our team.

Can I invite other investors?

Yes—and it’s highly recommended.

Inviting trusted investors into the platform helps you build your network and increases visibility into opportunities. It also allows you to connect and collaborate around deals your peers are seeing, creating more ways to discover and evaluate investments together.