The CRM for Trust Companies and Family Offices
A single platform to manage UHNW relationships, entities, assets, and workflows for teams responsible for complex wealth
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.
AUTOMATED
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.
EFFICIENT
It delivers significant gains in productivity while improving the investor experience and giving management peace of mind that fiduciary obligations are being fulfilled.
INVESTOR FOCUSED
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.
CASE STUDY
How a New Trust Company Scaled a Specialized Operating Model with WealthHub
Launched as a de novo national trust bank in 2023, Inspire Trust Company entered the market with the goal to design and scale a modern fiduciary business without legacy systems or manual bottlenecks. With a mandate to serve individuals and families receiving settlement and court-directed funds, the firm needed automation, auditability, and workflow rigor from its first day in operation.
Today, WealthHub sits at the center of Inspire’s operating model. Every department, from fiduciary services to risk and operations, runs on a single platform that combines client data, workflow processing, automated controls, and Salesforce-grade reporting. This architecture has enabled Inspire to scale from zero to more than 1,600 trust accounts in less than two years, processing approximately 4,000 monthly distributions while maintaining strict fiduciary oversight.
CASE STUDY
From Paper to Performance: How a Hybrid Trust Company/Shared Family Office Transformed Its Operations with WealthHub
Faced with outdated paper systems and growing operational demands, the Company turned to WealthHub to digitize and automate its trust administration. Today, every employee operates on a single, integrated platform that combines CRM and fiduciary workflows, delivering accurate data, compliance assurance, and powerful reporting. WealthHub has become the backbone of the company’s growth—transforming a century-old trust company into a model for modern fiduciary operations.
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
TRUST COMPANIES
Streamline administrative tasks to stay compliant and focus on client needs
LAW FIRMS
Organize the administration of trusts for which partners are trustees
FAMILY OFFICES
Gain visibility and control over complex family structures and related assets
