Meet the Team
With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust administration, finance and business management. Contact us to learn more about our intuitive solutions for automating and streamlining trust management.
President & CEO
Jim’s 30 years of experience as an innovator, analyst and executive in financial technology provides a uniquely suited background to lead WealthHub.
Founder & Director
Antony’s recognition that the wealth management industry was sorely in need of a truly integrated, multi-application solution formed the vision that has become WealthHub.
Director, Product Management
With 33 years of experience, Scott brings an in-depth knowledge of trust and wealth management software to the company.
John oversees all development, systems integration and security initiatives, with considerable experience in technology in the financial services sector.
Marketing & Implementation Administrator
Greig brings experience in trust fund account management to the critical customer service, implementation and sales support role.
Latest Company Headlines
CONSHOHOCKEN, PA—December 13, 2017—WealthHub Solutions, a leading provider of fiduciary management software, announced today that First American Trust has completed implementation and transition of First American Trust’s CRM, onboarding and administration activities to TrustHub—the [...]
WealthHub Solutions, the leading provider of fiduciary management software, announced today that it has completed a financing round of $1.6 million, from individual investors and institutions including Rittenhouse Ventures and Ben Franklin Technology Partners. WealthHub [...]
HWA International and WealthHub Solutions Announce Partnership to Bring Integrated Trust Automation Application to HWA Trust Clients —Leading trust accounting software company to provide WealthHub’s trust automation application on integrated basis to HWA clients. [...]
WealthHub Solutions, the leading provider of fiduciary management software, announced today that Jim Marks has been named as Chief Executive Officer. “I am thrilled that Jim is joining our team,” said founder and director [...]
WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM [...]
WealthCloud, LLC announced today that it is rebranding the company by changing its name to WealthHub Solutions, LLC. It’s flagship product, TrustHub(SM), addresses the needs of trust administration in the wealth management space. Key [...]