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
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 [...]
Richard Corl, CEO, and Scott Vey, Director of Product Management, will be attending Salesforce’s® Dreamforce ’15® conference in San Francisco from September 15-18, 2015. Dreamforce is an annual Salesforce event where customers, partners, and [...]
WealthHub (formerly, WealthCloud), the cloud-based, Salesforce fully-integrated platform with multiple applications for wealth management and trust companies was awarded “Best CRM System” at the 2nd Family Wealth Report Awards 2015. The glittering awards dinner [...]
WealthHub, a cloud-based computing platform mounted on Salesforce®, today announced that it has closed a favorable seven-figure strategic investment targeted to accelerated growth. Terms of the investment were not disclosed. WealthHub, a privately-held company, [...]