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 Antony Joffe. “Jim’s expertise and experience working with financial technology companies from start-ups to the leading companies in the space is invaluable. His background is tailor-made to lead WealthHub in its next phase of growth and development.”
Marks brings three decades of experience as an innovator and executive in financial technology to WealthHub Solutions. He helped to start and manage SNL Financial before becoming the first Wall Street equity analyst to focus on financial technology with Credit Suisse First Boston in 1996. He was a founder and President of the financial and legal technology investment bank, Marks Baughan, from 2004 to 2013. He also served as President of Belzberg Technologies and WineAccess, as well as a director at Fiberlink, Folio Dynamix, and Keystone Risk Partners.
“I am very excited about the opportunity at WealthHub,” said Marks. “This is a unique SaaS platform that follows a long-standing recipe for success in financial technology: it serves a sharply defined niche in financial services by replacing disparate internal systems and manual processes with an integrated application automating those processes. It delivers sharp and measurable productivity gains to trust companies, and I am looking forward to working with the team at WealthHub and our partners and customers to fully realize our potential.”
Jim Marks can be reached at 610-529-9463 or firstname.lastname@example.org.
About WealthHub Solutions
WealthHub Solutions (WealthHubSolutions.com) is the leading provider of enterprise software for fiduciary management. WealthHub’s cloud-based platform for trust company administration delivers an end-to-end solution for trust officers and other fiduciaries that fully integrates investment data and reporting with automated workflow, client management and prospecting, task scheduling, document management, and compliance. The WealthHub platform creates real operational savings for trust companies by improving trust officer productivity—while enhancing the customer experience.