WAYNE, PA & CONSHOHOCKEN, PA, December 5, 2024 — WealthHub Solutions, a leader in client and asset management software for trust companies and family offices, announced it has raised $1.4 million in Series Seed funding led by Rittenhouse Ventures, with participation from Ben Franklin Technology Partners, and CEO Jim Marks. This funding will accelerate [...]
Conshohocken, PA – Tuesday, November 12, 2024 – WealthHub Solutions today announced that it has again achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation [...]
WealthHub has been added to the Addepar partner program, allowing WealthHub clients to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration on one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.Addepar is a global technology and data company that helps investment professionals [...]
With CTA becoming effective at the beginning of this year, companies have to report on their beneficial owners within 90 days of formation – or after any changes – or face substantial penalties. Determining if you need to comply with BOI reporting, and collecting the correct information for that reporting, can be a challenge. But [...]
Addepar has partnered with WealthHub to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration in one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for [...]
WealthHub Solutions, the leading CRM for ultra-high net worth fiduciaries, has named Brittany von Czoernig as the company’s new Director of Sales.Brittany joined WealthHub’s business development team three years ago. She has spent the past three years overseeing new business development initiatives supporting solutions for trust companies and family offices. In this role, Brittany has [...]
WealthHub Solutions, a leading wealth management industry participant servicing the North American family office and family wealth industry, today announced the addition of Marshall Johnson as vice president of sales. Marshall is an award-winning sales professional who brings considerable expertise in trust and ultra-high net worth fiduciary software sales to WealthHub. He is uniquely [...]
