About Us2019-12-02T15:21:21-05:00

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.

Carter Field

Customer Success

 

 

 

 

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

Noted FinTech Entrepreneur Invests in Wealth Management CRM

By |November 18th, 2019|Categories: Company News|

$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. [...]

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Wealthhub Announces First American Trust as Trust Administration Software Client

By |December 13th, 2017|Categories: Company News|

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 [...]

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WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform

By |September 23rd, 2016|Categories: Company News|

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 [...]

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HWA and WealthHub Announce Partnership for Trust Administration

By |May 11th, 2016|Categories: Company News|

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. [...]

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WealthHub Solutions Hires Leading FinTech Innovator as CEO

By |March 8th, 2016|Categories: Company News|

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 [...]

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WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015

By |January 8th, 2016|Categories: Company News|

WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM [...]

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