About Jim Marks

Jim Marks is President and CEO of WealthHub Solutions, where he leads the development of the only CRM built specifically for trust companies and family offices serving ultra-high net worth clients. Under his leadership, WealthHub has grown to serve 60+ clients across North America and has won Best CRM at the Family Wealth Report Awards in 2021, 2022, and 2025. Jim brings thirty years of experience in financial technology, with deep expertise in the software and workflows that trust companies and family offices depend on to manage complex fiduciary relationships, compliance obligations, and multi-generational wealth. He works directly with trust company executives and family office administrators to understand operational challenges and guide WealthHub's product development accordingly. Earlier in his career, Jim helped launch SNL Financial, which became the leading information source for publicly traded banks and financial services companies before being sold to McGraw Hill for $2.2 billion in 2015. In 1996, he became the first Wall Street equity analyst to cover financial technology companies at Credit Suisse First Boston, serving as lead analyst on transactions for Ameritrade, TD Waterhouse, CheckFree, Equifax, and Intuit among others. He co-founded Marks Baughan and Co., a boutique investment bank that advised on more than 90 financial technology transactions from offices in Philadelphia and London. Jim is a frequent speaker at financial technology and wealth management events and has been quoted in the Wall Street Journal, Forbes, Barrons, and American Banker. | Read Jim's Full Bio Here