About The WealthHub Team

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So far The WealthHub Team has created 19 blog entries.

WealthHub Solutions Highlighted in The Wealth Mosaic’s First US Wealth Technology Landscape Report

2021-05-11T09:59:12-04:00May 11th, 2021|Company News|

WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, was included in The Wealth Mosaic’s first US Wealth Technology Landscape Report.Part of the Wealth Technology Landscape Report Series, this first US report features a showcase of key solution providers to the wealth management sector in the United [...]

WealthHub Solutions Crowned ‘Best CRM’ in the Family Wealth Report Awards 2021

2021-05-06T10:49:40-04:00May 6th, 2021|Company News|

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 [...]

WealthHub Solutions Expands Strategic Business Development Team with Market Veterans

2021-04-12T17:33:50-04:00April 12th, 2021|Company News|

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 Named a Finalist in the Family Wealth Report Awards 2021

2021-03-02T11:49:17-05:00March 2nd, 2021|Company News|

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 [...]

Are These Potential Problems Hiding in Your Trust Data?

2020-12-07T16:07:41-05:00July 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.

2020-12-07T16:07:41-05:00May 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?

2020-12-07T16:07:41-05:00April 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

2020-12-07T16:07:42-05:00January 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

2020-12-07T16:07:42-05:00November 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

2020-12-07T16:07:42-05:00December 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 [...]

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