WealthHub Solutions is proud to announce winning Best Family Office Solution in the WealthTech Americas Awards for 2025. The judges recognized WealthHub for its ground-breaking CRM solution that is designed to meet the unique needs of family offices and UHNW fiduciaries.
The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams, and individuals. The awards showcase outstanding organizations that the prestigious panel of independent judges deemed to have “demonstrated innovation and excellence during the last year.”
WealthHub’s CRM empowers family offices to manage complex multi-generational relationships, legal entities, and special assets efficiently and cost-effectively, setting a new standard for trust administration solutions. It delivers simplified trust and asset management through digital onboarding, real-time client access, and customizable workflows. In the past year, WealthHub demonstrated a 50% increase in clients and growing industry recognition, solidifying its place as the winning Family Office Solution.
When asked what makes WealthHub the best Family Office Solution, CEO Jim Marks explained, “Our CRM is built on top of Salesforce, providing out-of-the-box workflows and processes that are specific to family office administration and can be easily configured to the unique needs of each client. We also ensure our clients’ success by working with them as system administrators, eliminating the need for expensive consultants and admins. We continuously configure and optimize our solution for each customer’s specific needs and processes, perfecting existing processes and creating new ones when required.”
For more info about family office solutions, visit wealthhubsolutions.com/family-office-administration-software
