Take a test drive of WealthHub with our online self-guided tour. Schedule a demo for a closer look at how WealthHub’s features could benefit you.

Take a Test Drive


WealthHub automates the daily functions of a trust officer or other fiduciary professional and provides visibility, reporting, controls, and compliance assurance for trust company management.


It delivers significant gains in productivity while improving the investor experience and giving management peace of mind that fiduciary obligations are being fulfilled.


With WealthHub, you can stop wasting time tracking down information and get back to the primary goal of working closely with your investors to address their fiduciary needs.

Recognized as Best CRM
for Trust Companies and Family Offices

Delivering Key Benefits to Trust Administrators

Grow your trust clients, not your headcount

Get rid of the paper. Stop with the spreadsheets. Put client information all in one place and share it across the organization. Automate every day activities. Make high net worth servicing a scalable business.

Simplify compliance

Reviews done consistently and compliantly. Results recorded and reviewable. Documentation all in one place. Account performance and reviews in the same place. Your regulator will love you.

Understand your business

Management reporting that means something. Why is it taking so long to onboard accounts? Which trust type is fueling growth? Do any accounts have negative balances? Get answers instantly in dashboards and reports.

Who We Serve


Streamline administrative tasks to stay compliant and focus on client needs


Organize the administration of trusts for which partners are trustees


Gain visibility and control over complex family structures and related assets

Take it for a Test Drive.

Want to see WealthHub in more detail? Click to view our self-guided online tour and explore our platform’s many features. Then, schedule a demo to let us show you even more of WealthHub’s capabilities!

Click to View the Tour
Click to View the Tour

Schedule a Detailed Demo

There’s a better way to manage trust companies and family offices. ┬áContact us to arrange a demo and exploratory discussion of how WealthHub could work for you.