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, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

“We are proud to once again be recognized by the Family Wealth Report Awards for a third year now,” said Jim Marks, CEO of WealthHub Solutions. “I attribute this recognition to the ongoing commitment of our incredible global team providing white glove customer support to our rapidly growing user base. As the saying goes ‘when you’ve met one family office, you’ve met one family office’. This inherent uniqueness is what makes our platform stand out, that it’s been infused with the operations and workflows that family offices need and the flexibility and customizability they want. Our team works tirelessly with each of our customers to ensure they successfully achieve their goals with our platform. For all this effort and focus, it’s a true privilege to be recognized.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

Winners will be announced on 4 May 2023 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.