Wealthhub Solutions, Inc

Wealthhub Solutions, Inc company information, Employees & Contact Information

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.

Company Details

Employees
24
Founded
-
Address
401 Plymouth Rd,
Phone
+1 (610) 915-2120
Email
in****@****ons.com
Industry
Software Development
NAICS
Software Publishers
HQ
Plymouth Meeting, Pennsylvania
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