WealthHub Solutions, Inc
Software Development
401 Plymouth Rd
24 employees
- Employees
- 24
- Contacts
- 3
- Emails
- 3
- Phones
- 2
WealthHub Solutions, Inc Overview
- Headquarters
- 401 Plymouth Rd
- Phone Number
- Available in AeroLeads
- Website
- wealthhubsolutions.com
- Industry
- Software Development
- Employees
- 24
- Founded
- 2015
- Funding
- 1.4M
- Company Email
- Available in AeroLeads
- NAICS
-
Software Publishers
About WealthHub Solutions, Inc
WealthHub 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.
WealthHub Solutions, Inc Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
WealthHub Solutions, Inc Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Nevas | Philadelphia, Pennsylvania, United States |
Email
|
|
| James Marks | CEO, Wealthhub Solutions | Greater Philadelphia, United States |
Email
Phone
|
| Holly Flanagan | Venture Capital. Financial Services Executive. Board Director. Fellow and Trustee Eisenhower Fellowships. Nacd Directorship Certification. | Philadelphia, Pennsylvania, United States |
Email
Phone
|
| Marshall J. | Vice President of Sales @ Wealthhub Solutions, Inc - Driving Revenue Growth Through Consultative Selling - Fintech - Saas - Business Development | Memphis, Tennessee, United States |
View
|
Employees by Management Level
Executive
2 profiles
Director
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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