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 CRM System category at the Twelfth Annual Family Wealth Report Awards 2025 program.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Commenting on the firm’s triumph, Jim Marks, CEO, WealthHub Solutions said: “We are thrilled to once again be recognized as the winner of the Best CRM System category at the 2025 Family Wealth Report Awards, our third time receiving this award. This honor reflects the strength of our platform, built on Salesforce, and our unwavering focus on the needs of family offices. By combining powerful out-of-the-box workflows with flexible configurability, we help our clients operate more efficiently, mitigate risk, and deliver superior service. We are proud to be part of an ecosystem that supports innovation and excellence in the family wealth community.”
The Family Wealth Report Judges were impressed by the platform’s continued growth and market leadership in CRM solutions tailored for family offices and trust companies. With a 50% increase in clients, the platform delivers a purpose-built solution that simplifies complex relationship management, trust administration, and special asset tracking, all while integrating innovative workflow automation and interactive client portals.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all winners and highly commended companies, “Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. We have seen a marked increase in entrants and interest in all our global awards programmes and Family Wealth Report is no exception.”
“These awards are so beneficial as they give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form global elite of Family Wealth Report Award winners.”
Winners and highly commended companies were announced on May 8, 2025 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
The WealthHub team also extends sincere congratulations to several outstanding WealthHub client organizations on their well-deserved recognition:
- Willow Street, for Best Fiduciary or Trust Services
- Market Street, for Best Multi-Family Office ($2.5 billion to $5 billion AuM/AuA)
- And to the broader Dentons team, for being named Best Legal Team of the Year
Their achievements reflect the strength, innovation, and leadership shaping the future of family wealth.
About WealthHub Solutions
WealthHub Solutions provides an administrative operating platform for trust companies, family offices, and other ultra-high net worth fiduciaries. WealthHub allows trust administrators to organize all their information in one digital vault—trust details, documents, account and asset data, activity records. It leverages this digital data foundation into automated workflows for common activities like account or entity onboarding, distribution review and approval, bill payment management, or compliance reviews. Built on Salesforce, WealthHub turns CRM into the tool for UHNW advisors that dramatically improves efficiency and customer service quality while reducing risk and providing greatly enhanced management reporting. For more information, please visit WealthHubSolutions.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program.
