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So far The WealthHub Team has created 15 blog entries.

Are These Potential Problems Hiding in Your Trust Data?

2020-07-27T10:39:41-04:00July 22nd, 2020|Blog|

Faulty data models and poor data hygiene can undermine your investments in systems If your trust company or family office is frustrated with your current systems, the fault may lie in the data you are using rather than the software. Even the best software platforms, offering the most intuitive dashboards and processes with insightful layouts [...]

WealthHub Solutions Hires 25-Year Industry Veteran to lead Sales, Strategy and Marketing.

2020-08-10T14:54:23-04:00May 26th, 2020|Company News|

CONSHOHOCKEN, PA—May 26, 2020—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the appointment of industry veteran Charles Brown as the Director of Sales. In the newly-formed position, Charlie will drive New Business Development and manage the growth of the company in terms of Sales, Strategy and Marketing. “We [...]

How Can Trust Companies and Family Offices Quickly Adapt to the Complexities of a Remote Workforce?

2020-04-06T16:08:17-04:00April 6th, 2020|Blog|

Trust companies and family offices, like other businesses across the country, are facing unprecedented challenges as the COVID-19 crisis continues to unfold. Aside from the daunting challenge in the preservation of wealth through hostile markets, fiduciary organizations have had to manage the abrupt switch from office environments to employees working from home (WFH). How are [...]

WealthHub Streamlines Tax Preparation with Powerful New Module

2020-01-23T17:59:19-05:00January 23rd, 2020|Company News|

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 [...]

Noted FinTech Entrepreneur Invests in Wealth Management CRM

2019-11-18T10:28:23-05:00November 18th, 2019|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. The round was led by Richard Vague, the former founder and CEO of First USA, Juniper Bank, and Energy Plus, [...]

Wealthhub Announces First American Trust as Trust Administration Software Client

2020-04-15T08:59:12-04:00December 13th, 2017|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 trust administration platform from Pennsylvania-based WealthHub. “The installation of WealthHub’s CRM system supports our mission to deliver the best possible [...]

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

2016-11-16T14:56:30-05:00September 23rd, 2016|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 will use the financing to accelerate its continuing growth and expand product development. “WealthHub’s solution for administering high net worth relationships [...]

HWA and WealthHub Announce Partnership for Trust Administration

2016-10-19T10:05:10-04:00May 11th, 2016|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. PHILADELPHIA, PA — WealthHub Solutions, the leading vendor of trust administration software, announced today that it has entered into a [...]

WealthHub Solutions Hires Leading FinTech Innovator as CEO

2016-10-19T17:21:05-04:00March 8th, 2016|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 Antony Joffe. “Jim’s expertise and experience working with financial technology companies from start-ups to the leading companies in the space [...]

WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015

2016-10-19T17:27:45-04:00January 8th, 2016|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 and Onboarding. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards [...]

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