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 will use the financing to accelerate its continuing growth and expand product development. “WealthHub’s solution for administering high net worth relationships [...]

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. PHILADELPHIA, PA — WealthHub Solutions, the leading vendor of trust administration software, announced today that it has entered into a [...]

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 [...]

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 and Onboarding. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards [...]