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

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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WealthCloud Rebrands under New Name WealthHub

By |September 11th, 2015|Categories: Company News|

WealthCloud, LLC announced today that it is rebranding the company by changing its name to WealthHub Solutions, LLC. It’s flagship product, TrustHub(SM), addresses the needs of trust administration in the wealth management space. Key [...]

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WealthHub to Provide an Integrated Trust Administration Platform for Seward & Kissel LLP

By |August 26th, 2015|Categories: Company News|

WealthHub, a Philadelphia-based technology firm specializing in integrating business functionalities on a Salesforce® cloud based platform for the wealth management industry announces that Seward & Kissel LLP, a leading New York City based law [...]

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WealthHub to Attend DreamForce ’15

By |July 29th, 2015|Categories: Company News|

Richard Corl, CEO, and Scott Vey, Director of Product Management, will be attending Salesforce’s® Dreamforce ’15® conference in San Francisco from September 15-18, 2015. Dreamforce is an annual Salesforce event where customers, partners, and [...]

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WealthHub Wins Best CRM System at the Family Wealth Report Awards 2015

By |March 16th, 2015|Categories: Company News|

WealthHub (formerly, WealthCloud), the cloud-based, Salesforce fully-integrated platform with multiple applications for wealth management and trust companies was awarded “Best CRM System” at the 2nd Family Wealth Report Awards 2015. The glittering awards dinner [...]

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WealthHub (Wealthcloud) Closes a Seven-Figure Strategic Investment Targeted to Accelerate Growth

By |December 17th, 2014|Categories: Company News|

WealthHub, a cloud-based computing platform mounted on Salesforce®, today announced that it has closed a favorable seven-figure strategic investment targeted to accelerated growth. Terms of the investment were not disclosed. WealthHub, a privately-held company, [...]

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