WealthHub Solutions

Customer Engagement Platforms · Pennsylvania, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

375 E Elm St Ste 110, Conshohocken, Penn...

Phone Number

(610) 590-5145

Website

www.wealthhubsolutions.com

Revenue

<$5 Million

Industry

Customer Engagement Platforms Software Financial Software

About WealthHub Solutions

WealthHub Solutions offers a specialized CRM designed for trust companies and family offices, focusing on automating trust administration, compliance, and ultra-high-net-worth client management. Their platform enhances productivity by streamlining daily operations and providing comprehensive visibility and reporting for fiduciary professionals. The company serves trust companies, family offices, and law firms, aiming to simplify compliance and improve the investor experience. WealthHub Solutions is recognized for its best-in-class services, helping clients manage complex wealth efficiently.Explore more
WealthHub Solutions's Social MediaSIC Code 73,737NAICS Code 51,513Show more

WealthHub Solutions Org Chart

PhoneEmail
MJ
United States flag for contact location.
Marshall Johnson

Vice President, Sales

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
GC
United States flag for contact location.
Greig Carruthers

Director, Client Success

PhoneEmail
Bv
United States flag for contact location.

Director, Sales

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to WealthHub Solutions

Compare insights from companies similar to WealthHub Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthHub Solutions

<$5M
11-50
Private
<$5M
2013
MJ
Marshall JohnsonVice President, Sales
The Maple Fund
<$5M
11-50
Private
-
-
TH
Tony HoSenior Vice President
Essential Fund Services I...
<$5M
11-50
Private
-
2017
MK
Michael KriegerVice President, Operations
Granville Capital
<$5M
11-50
Private
-
2003
CL
Chad LynamPartner, Chief Financial Officer
Stonegate Global Fund Ser...
<$5M
11-50
Private
-
2007
JM
John McCorveyCEO
Hudson Partners Securitie...
<$5M
1-10
Private
-
2007
WF
William FritzPartner
Illustration of an envelope

WealthHub Solutions Tech Stack

A closer look at the technologies used by WealthHub Solutions

WordPress.org

By

Automattic
PHP

By

PHP
Google Universal Analytics

By

Google
Microsoft 365

By

Microsoft
See more technologies

Top Customer Engagement Platforms Companies

Top companies in Canada by revenue

D1g1t
Flinks
Hubdoc
Surecomp
OneVest
View Full List

Top companies in Australia by revenue

CompliFast
Ignition Wealth
Funraisin
Ignition
BetMakers Technology Group
View Full List

Top companies in New Zealand by revenue

Hnry
Torque IT Solutions
Audit Assistant
Palace
BSPConnect
View Full List
See more top companies

Frequently Asked Questions Regarding WealthHub Solutions

What is WealthHub Solutions's official website?
WealthHub Solutions's official website is www.wealthhubsolutions.com What is WealthHub Solutions's Revenue?
WealthHub Solutions's revenue is <$5 Million What is WealthHub Solutions's SIC code?
WealthHub Solutions's SIC: 73,737 What is WealthHub Solutions's NAICS code?
WealthHub Solutions's NAICS: 51,513 How many employees does WealthHub Solutions have?
WealthHub Solutions has 11-50 employees What industry does WealthHub Solutions belong to?
WealthHub Solutions is in the industry of: Customer Engagement Platforms, Software, Financial Software What is WealthHub Solutions competition?
WealthHub Solutions top competitors include: Stonegate Global Fund Services, Essential Fund Services International, Hudson Partners Securities, Granville Capital What technology does WealthHub Solutions use?
Some of the popular technologies that WealthHub Solutions uses are: WordPress.org, PHP, Google Universal Analytics, Microsoft 365 How do I contact WealthHub Solutions?
WealthHub Solutions contact info: Phone number: (610) 590-5145 Website: www.wealthhubsolutions.com What does WealthHub Solutions do?

WealthHub Solutions offers a specialized CRM designed for trust companies and family offices, focusing on automating trust administration, compliance, and ultra-high-net-worth client management. Their platform enhances productivity by streamlining daily operations and providing comprehensive visibility and reporting for fiduciary professionals. The... company serves trust companies, family offices, and law firms, aiming to simplify compliance and improve the investor experience. WealthHub Solutions is recognized for its best-in-class services, helping clients manage complex wealth efficiently.Read More

 What are WealthHub Solutions social media links?
WealthHub Solutions Linkedin page Who invested in WealthHub Solutions?
WealthHub Solutions has 4 investors including Richard Vague, Rittenhouse Ventures and Ben Franklin Technology Partners. Is WealthHub Solutions a public company?
WealthHub Solutions is private company therefore does not currently have an official ticker symbol
See more information about WealthHub Solutions

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search