CASE STUDY - INSPIRE TRUST COMPANY AT A GLANCE Launched as a de novo national trust bank in 2023, Inspire Trust Company entered the market with the goal to design and scale a modern fiduciary business without legacy systems or manual bottlenecks. With a mandate to serve individuals and families receiving settlement and court-directed funds, [...]
CASE STUDY - HYBRID TRUST COMPANY/SHARED FAMILY OFFICE AT A GLANCE The Company evolved from a single-family office into a multi-family trust company providing investment management, fiduciary administration, tax planning, governance, and family office services.As they grew, operations remained rooted in paper, spreadsheets, and email-based processes. The system was strained by the complexity of modern [...]
WealthHub Solutions is pleased to announce that Cameron Routh has joined the company’s Board of Directors.Cameron brings deep experience in wealth management technology, having successfully founded, scaled, and exited multiple companies in the industry. His background spans product innovation, go-to-market strategy, and building durable technology businesses that serve sophisticated financial professionals.“We welcome the experience Cameron [...]
WealthHub Solutions, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a finalist in the ‘Best CRM System’ category in the Twelfth Annual Family Wealth Report Awards 2025 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams [...]
WealthHub Solutions is proud to announce winning Best Family Office Solution in the WealthTech Americas Awards for 2025. The judges recognized WealthHub for its ground-breaking CRM solution that is designed to meet the unique needs of family offices and UHNW fiduciaries.The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams, [...]
WAYNE, PA & CONSHOHOCKEN, PA, December 5, 2024 — WealthHub Solutions, a leader in client and asset management software for trust companies and family offices, announced it has raised $1.4 million in Series Seed funding led by Rittenhouse Ventures, with participation from Ben Franklin Technology Partners, and CEO Jim Marks. This funding will accelerate [...]
Conshohocken, PA – Tuesday, November 12, 2024 – WealthHub Solutions today announced that it has again achieved SOC 2 Type II compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations also known as SSAE 18. Achieving this standard with an unqualified opinion serves as third-party industry validation [...]
WealthHub has been added to the Addepar partner program, allowing WealthHub clients to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration on one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.Addepar is a global technology and data company that helps investment professionals [...]
WealthHub Solutions, the leading CRM for ultra-high net worth fiduciaries, has named Brittany von Czoernig as the company’s new Director of Sales.Brittany joined WealthHub’s business development team three years ago. She has spent the past three years overseeing new business development initiatives supporting solutions for trust companies and family offices. In this role, Brittany has [...]
WealthHub Solutions, a leading wealth management industry participant servicing the North American family office and family wealth industry, today announced the addition of Marshall Johnson as vice president of sales. Marshall is an award-winning sales professional who brings considerable expertise in trust and ultra-high net worth fiduciary software sales to WealthHub. He is uniquely [...]
