WealthHub Solutions, a leading wealth management software firm servicing the North American family office and family wealth industry, has been selected as a winner in the CRM System category at the Thirteenth Annual Family Wealth Report Awards 2026 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 the firm’s recognition, Jim Marks, President and CEO, WealthHub Solutions said: “Winning Best CRM for the fourth time is a reflection of what our team has built and continues to build alongside our clients. Trust companies and family offices are managing extraordinary complexity on behalf of the families they serve, and our job is to make that work faster, more accurate, and more auditable. This award belongs to our clients, whose feedback drives everything we do, and to the WealthHub team, whose commitment to this market never wavers.”
The Family Wealth Report judges recognized WealthHub for its tailored approach to family office management, noting that WealthHub delivers a purpose-built CRM that simplifies multi-generational relationships, entity oversight, and special asset management. Its intuitive platform provides out-of-the-box workflows, seamless integrations, and a client-focused experience that enhances efficiency, transparency, and strategic decision-making.
Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, extended his congratulations to all winners: “Every category winner and highly commended firm has undergone a rigorous and truly independent judging process and should be justly proud of their success this year. We have seen a marked increase in both the number of entrants and the level of interest across all our global awards programs, and the Family Wealth Report Awards are no exception.”
“These awards are invaluable as they offer organizations and individuals the chance to refine their strategic thinking, have it independently validated, gain recognition both internally and externally, and celebrate their achievements in style with their peers. I extend my sincere congratulations and best wishes to all of this year’s winners and highly commended firms. They are all worthy recipients who now join the global elite of Family Wealth Report Award winners.”
Winners and highly commended companies were announced on April 30, 2026, at the gala dinner at the Mandarin Oriental Hotel in Manhattan, New York. The award was accepted on behalf of WealthHub by Brittany von Czoernig.
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, including trust details, documents, account and asset data, and 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, and compliance reviews. Built on Salesforce, WealthHub turns CRM into the operating system for UHNW advisors, dramatically improving efficiency and client service quality while reducing risk and providing enhanced management reporting. For more information, please visit WealthHubSolutions.com.
About Clearview Financial Media Ltd
Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, need-to-know intelligence for the global private wealth community. Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.