Meet the Team
With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust administration, finance and business management. Contact us to learn more about our intuitive solutions for automating and streamlining trust management.
Jim Marks
President & CEO
Jim’s 30 years of experience as an innovator, analyst and executive in financial technology provides a uniquely suited background to lead WealthHub.
John Fetter
Director, Technology
John oversees all development, systems integration and security initiatives, with considerable experience in technology in the financial services sector.
Greig Carruthers
Director, Customer Success
Greig brings experience in trust fund account management to the critical customer service, implementation and sales support role.
Alan Dong
Data Management
Alan brings experience in data warehousing, data integration, and ETL development to WealthHub.
Carter Field
Customer Success
Carter uses his experience in Salesforce to perform critical customer service, implementation and technical support to our clients.
Jake Marks
Customer Success
Jake brings prior SaaS operations experience and Salesforce expertise to his roles in customer service, support, and marketing for WealthHub.
Board of Directors
Antony Joffe
Founder & Director
Antony’s recognition that the wealth management industry was sorely in need of a truly integrated, multi-application solution formed the vision that has become WealthHub.
Richard Vague
WealthHub Chair
Richard sees tremendous potential to transform the way in which ultra-high net-worth advisors manage their relationships and businesses.
Latest Company Headlines
WealthHub Streamlines Tax Preparation with Powerful New Module
Tax season transformed with new module to ease management of tax return preparation for trust companies and family offices CONSHOHOCKEN, PA—January 23, 2020 WealthHub Solutions, the leading CRM provider for trust companies and family [...]
Noted FinTech Entrepreneur Invests in Wealth Management CRM
$1.5M Seed Round to Drive Continued Market Growth CONSHOHOCKEN, PA—November 18, 2019—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the successful closing of a $1.5 million seed funding round. [...]
Wealthhub Announces First American Trust as Trust Administration Software Client
CONSHOHOCKEN, PA—December 13, 2017—WealthHub Solutions, a leading provider of fiduciary management software, announced today that First American Trust has completed implementation and transition of First American Trust’s CRM, onboarding and administration activities to TrustHub—the [...]
WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform
WealthHub Solutions, the leading provider of fiduciary management software, announced today that it has completed a financing round of $1.6 million, from individual investors and institutions including Rittenhouse Ventures and Ben Franklin Technology Partners. WealthHub [...]
HWA and WealthHub Announce Partnership for Trust Administration
HWA International and WealthHub Solutions Announce Partnership to Bring Integrated Trust Automation Application to HWA Trust Clients —Leading trust accounting software company to provide WealthHub’s trust automation application on integrated basis to HWA clients. [...]
WealthHub Solutions Hires Leading FinTech Innovator as CEO
WealthHub Solutions, the leading provider of fiduciary management software, announced today that Jim Marks has been named as Chief Executive Officer. “I am thrilled that Jim is joining our team,” said founder and director [...]