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 in the Twelfth Annual Family Wealth Report Awards 2025 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.
Commenting on being selected as a finalist, Jim Marks, WealthHub’s CEO, said: “We are honored to have been selected by the judges as a finalist for best CRM System again in 2025. Our CRM is built on top of Salesforce, delivering a unique platform for family office management that combines out-of-the-box workflows with processes that can be easily configured to meet the unique needs of family offices.”
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all finalists, “Every entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.
“This year we have seen a marked increase in entrants and interest in all our global awards programmes and the Family Wealth Report Awards are no exception. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.”
Winners will be announced on 8 May 2025 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
About WealthHub Solutions
WealthHub Solutions provides an administrative operating platform for trust companies, family offices, and other ultra-high net worth fiduciaries. WealthHub allows trust administrators to organize all their information in one digital vault—trust details, documents, account and asset data, activity records. It leverages this digital data foundation into automated workflows for common activities like account or entity onboarding, distribution review and approval, bill payment management, or compliance reviews. Built on Salesforce, WealthHub turns CRM into the tool for UHNW advisors that dramatically improves efficiency and customer service quality while reducing risk and providing greatly enhanced management reporting. For more information, please visit WealthHubSolutions.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program.
