Brittany von Czoernig is Director of Sales at WealthHub Solutions, the only CRM built specifically for trust companies and family offices serving ultra-high-net-worth (UHNW) clients. She leads the company’s sales strategy. Since joining WealthHub in 2021, she has helped grow the number of trust companies and family offices using the platform from a dozen to more than 90.

Brittany brings more than 12 years of experience in financial technology, with a deep understanding of the operational challenges facing trust companies and family offices. Throughout her career, she has worked with hundreds of organizations to evaluate technology, modernize operations, and rethink how their teams manage increasingly complex client relationships. At WealthHub, she works directly with firms to identify opportunities for greater efficiency through connected technology, intelligent workflow automation, and more streamlined processes.

Earlier in her career, Brittany spent seven years at eMoney Advisor, the financial planning software provider acquired by Fidelity Investments in 2015. She held roles across client service, training, and sales, serving as Regional Sales Manager and later Senior Inside Sales Manager, and gained a firsthand view of how wealth management firms adopt and get value from technology. Known for her consultative approach and ability to translate complex technology into practical business solutions, she brings a unique perspective at the intersection of financial services, technology, and operations.

Brittany is a frequent participant in industry conferences and conversations focused on the evolving role of technology in modern wealth management.

Go to Top