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, 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, 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, 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 [...]

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 [...]

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 [...]