WealthHub Solutions, a leading wealth management software firm servicing the North American family office and family wealth industry, has been selected as a winner in the CRM System category at the Thirteenth Annual Family Wealth Report Awards 2026 program.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals [...]
WealthHub Solutions, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as a winner in the Onboarding category at the Thirteenth Annual Family Wealth Report Awards 2026 program.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving [...]
CASE STUDY - BILTMORE AT A GLANCE Biltmore Family Office is a multi-family office serving 65–70 ultra-high net-worth families. And the complexity of the wealth landscape is substantial: wealth spread across hundreds of legal entities, thousands of alternative investment positions, and multiple custodians and technology platforms. Biltmore oversees billions of dollars and delivers highly [...]
CASE STUDY - FIRST COVENANT AT A GLANCE First Covenant focuses on providing individualized, professional, caring, cost-effective fiduciary services to their clients, relying on state-of-the-art technology to enable them to stay focused on client service. Before WealthHub, First Covenant used trust accounting software and excel spreadsheets for workflows. Without automated workflows, there were significant bottlenecks [...]
In trust administration, confidence is built on accuracy. Beneficiaries trust that distributions are correct. Regulators expect records to be complete. Trustees rely on information to make sound fiduciary decisions. Yet behind all of this lies an often-overlooked discipline: data hygiene. For family offices and trust companies, data hygiene is not an IT concern—it is [...]
CASE STUDY - INSPIRE TRUST COMPANY AT A GLANCE 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, [...]
CASE STUDY - HYBRID TRUST COMPANY/SHARED FAMILY OFFICE AT A GLANCE The Company evolved from a single-family office into a multi-family trust company providing investment management, fiduciary administration, tax planning, governance, and family office services. As they grew, operations remained rooted in paper, spreadsheets, and email-based processes. The system was strained by the complexity [...]
WealthHub Solutions is pleased to announce that Cameron Routh has joined the company’s Board of Directors.Cameron brings deep experience in wealth management technology, having successfully founded, scaled, and exited multiple companies in the industry. His background spans product innovation, go-to-market strategy, and building durable technology businesses that serve sophisticated financial professionals.“We welcome the experience Cameron [...]
