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WealthHub Streamlines Tax Preparation with Powerful New Module

2020-01-23T17:59:19-05:00January 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

2019-11-18T10:28:23-05:00November 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

2020-04-15T08:59:12-04:00December 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 [...]

WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform

2016-11-16T14:56:30-05:00September 23rd, 2016|Company News|

WealthHub Solutions, the leading provider of fiduciary management software, announced today that it has completed a financing round of $1.6 million, from individual investors and institutions including Rittenhouse Ventures and Ben Franklin Technology Partners. WealthHub will use the financing to accelerate its continuing growth and expand product development. “WealthHub’s solution for administering high net worth relationships [...]

HWA and WealthHub Announce Partnership for Trust Administration

2016-10-19T10:05:10-04:00May 11th, 2016|Company News|

HWA International and WealthHub Solutions Announce Partnership to Bring Integrated Trust Automation Application to HWA Trust Clients —Leading trust accounting software company to provide WealthHub’s trust automation application on integrated basis to HWA clients. PHILADELPHIA, PA — WealthHub Solutions, the leading vendor of trust administration software, announced today that it has entered into a [...]

WealthHub Solutions Hires Leading FinTech Innovator as CEO

2016-10-19T17:21:05-04:00March 8th, 2016|Company News|

WealthHub Solutions, the leading provider of fiduciary management software, announced today that Jim Marks has been named as Chief Executive Officer. “I am thrilled that Jim is joining our team,” said founder and director Antony Joffe. “Jim’s expertise and experience working with financial technology companies from start-ups to the leading companies in the space [...]

WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015

2016-10-19T17:27:45-04:00January 8th, 2016|Company News|

WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM and Onboarding. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards [...]

WealthCloud Rebrands under New Name WealthHub

2016-10-19T17:04:52-04:00September 11th, 2015|Company News|

WealthCloud, LLC announced today that it is rebranding the company by changing its name to WealthHub Solutions, LLC. It’s flagship product, TrustHub(SM), addresses the needs of trust administration in the wealth management space. Key industry players understand that trusts and trust administration is where wealth and wealth transfer needs to focus. The new name [...]

WealthHub to Provide an Integrated Trust Administration Platform for Seward & Kissel LLP

2017-02-15T15:05:15-05:00August 26th, 2015|Company News|

WealthHub, a Philadelphia-based technology firm specializing in integrating business functionalities on a Salesforce® cloud based platform for the wealth management industry announces that Seward & Kissel LLP, a leading New York City based law firm with an international reputation of excellence, has selected WealthHub’s trust administration platform. “WealthHub’s solution integrates the myriad facets of [...]

WealthHub to Attend DreamForce ’15

2016-10-19T17:37:40-04:00July 29th, 2015|Company News|

Richard Corl, CEO, and Scott Vey, Director of Product Management, will be attending Salesforce’s® Dreamforce ’15® conference in San Francisco from September 15-18, 2015. Dreamforce is an annual Salesforce event where customers, partners, and developers participate in presentations, demonstrations, knowledge-sharing and reviewing upcoming Salesforce features. As a member of the Salesforce Partner Program, WealthHub [...]