WealthHub Solutions is pleased to announce that Caitlynn Bowers has joined the sales team. She will play a key role in nurturing relationships with long-term prospects, managing the sales of additional products to existing customers, and in coordinating marketing activities.Caitlynn brings experience in business development and client-facing roles within wealth management technology, most recently at [...]
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 [...]
