WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been crowned ‘Best CRM System’ at the 8th Family Wealth Report Awards.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted [...]
PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the addition of two new members to its business development team. Brittany von Czoernig and Jim Finegan, both joining WealthHub from eMoney Advisor, bring considerable industry and market expertise to further enable WealthHub’s continued growth into [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been selected as a finalist in the CRM System category at the Family Wealth Report Awards.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family [...]
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 offices, today announced the release of a new tax preparation module for its TrustHub trust administration software. The new tax [...]
$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. The round was led by Richard Vague, the former founder and CEO of First USA, Juniper Bank, and Energy Plus, [...]
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 trust administration platform from Pennsylvania-based WealthHub. “The installation of WealthHub’s CRM system supports our mission to deliver the best possible [...]
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 will use the financing to accelerate its continuing growth and expand product development. “WealthHub’s solution for administering high net worth relationships [...]
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. PHILADELPHIA, PA — WealthHub Solutions, the leading vendor of trust administration software, announced today that it has entered into a [...]
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 Antony Joffe. “Jim’s expertise and experience working with financial technology companies from start-ups to the leading companies in the space [...]
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 and Onboarding. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards [...]
