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.

Jim Marks

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.

Antony Joffe

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.

Scott Vey

Director, Product Management

With 33 years of experience, Scott brings an in-depth knowledge of trust and wealth management software to the company.

John Fetter

Director, Technology

John oversees all development, systems integration and security initiatives, with considerable experience in technology in the financial services sector.

Greig Carruthers

Marketing & Implementation Administrator

Greig brings experience in trust fund account management to the critical customer service, implementation and sales support role.

Latest Company Headlines

WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform

By | September 23rd, 2016|Categories: Company News|

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 [...]

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HWA and WealthHub Announce Partnership for Trust Administration

By | May 11th, 2016|Categories: Company News|

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. [...]

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WealthHub Solutions Hires Leading FinTech Innovator as CEO

By | March 8th, 2016|Categories: Company News|

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 [...]

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WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015

By | January 8th, 2016|Categories: Company News|

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 [...]

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WealthCloud Rebrands under New Name WealthHub

By | September 11th, 2015|Categories: Company News|

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 [...]

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WealthHub to Provide an Integrated Trust Administration Platform for Seward & Kissel LLP

By | August 26th, 2015|Categories: Company News|

WealthHub, a Philadelphia-based technology firm specializing in integrating business functionalities on a Salesforce® cloud based platform for the wealth management industry announces that Seward & Kissel LLP, a leading New York City based law [...]

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