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 [...]
Addepar has partnered with WealthHub to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration in 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 provide the most informed, precise guidance for [...]
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, has been selected as a finalist in the ‘Best CRM System’ category at the Tenth Annual Family Wealth Report Awards 2023 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, [...]
WealthHub Solutions is proud to announce winning Best CRM in the WealthTech Americas Awards for 2023, a year marked by growing acceptance of WealthHub as the technology solution of choice for the administration of ultra-high net worth client relationships and their assets.WealthHub’s CRM delivers digital organization and automated workflows tailored for the specific needs of [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been named “Best CRM” for the 2nd year in a row in the Family Wealth Report Awards 2022. The winners were announced on Wednesday, May 4, 2022 at a Gala Ceremony at the Mandarin Oriental Hotel [...]
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 2022 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving [...]
Now family members, clients, and advisors can access and interact with trust management information. Seamlessly. The newest addition to our trust administration platform is the WealthHub Interactive Portal, the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management. The WealthHub Portal enables clients, family members and their professionals to [...]
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 [...]
