WealthHub Solutions, Inc
www.wealthhubsolutions.comWealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application automates the daily activities of a trust offers or family office and, in the process, delivers visibility across the organization and control to management. TrustHub integrates CRM and workflows that are tailored to trust and family office management with trust or portfolio accounting systems, document management, data aggregation, client portal and reporting, bill payment, and more. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust and family office operations.
Read moreWealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application automates the daily activities of a trust offers or family office and, in the process, delivers visibility across the organization and control to management. TrustHub integrates CRM and workflows that are tailored to trust and family office management with trust or portfolio accounting systems, document management, data aggregation, client portal and reporting, bill payment, and more. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust and family office operations.
Read moreCountry
State
Pennsylvania
Industry
Employees
11-50
Founded
2015
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President of Sales
Email ****** @****.comPhone (***) ****-****Vice President of Sales
Email ****** @****.comPhone (***) ****-****President and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Founder and Board Member
Email ****** @****.comPhone (***) ****-****
Technologies
(15)