WealthHub (formerly, WealthCloud), the cloud-based, Salesforce fully-integrated platform with multiple applications for wealth management and trust companies was awarded “Best CRM System” at the 2nd Family Wealth Report Awards 2015. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York. WealthHub was originally shortlisted in three categories that also included Front [...]

WealthHub, a cloud-based computing platform mounted on Salesforce®, today announced that it has closed a favorable seven-figure strategic investment targeted to accelerated growth. Terms of the investment were not disclosed. WealthHub, a privately-held company, founded in 2013, with offices located in the Philadelphia suburb of Conshohocken, PA, provides users with a single platform that [...]