WealthHub Solutions

WealthHub Solutions

WealthHub Solutions delivers a cloud based trust administration application serving the wealth management industry, consisting of trust companies, family offices, law firms and registered investment advisors who administer trusts and wealth for high net worth individuals. WealthHub is an integration of mission-critical document management, CRM and trust accounting/administrative functions minimizing the need for manual tasks.

Total funding
~$7M
HQ 🇺🇸
Conshohocken, United States
Year founded
2014
Status
Alive
People
Antony Joffe
Founder
James Marks
Chief Executive Officer, President
Investors
Richard Vague
Rittenhouse Ventures
Ben Franklin Technology Partners of Southeastern PA
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