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 [...]
WealthHub Solutions, a leading CRM provider servicing the North American family office and family wealth management industry, has been crowned ‘Best CRM System’ at the 8th Family Wealth Report Awards.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted [...]
PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the addition of two new members to its business development team. Brittany von Czoernig and Jim Finegan, both joining WealthHub from eMoney Advisor, bring considerable industry and market expertise to further enable WealthHub’s continued growth into [...]
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.The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family [...]
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 [...]
$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, [...]
