WEALTHHUB SOLUTIONS

wealthhub-solutions-logo

"Where there is unity there is always victory.โ€ So said sage 1st century writer Publilius Syrus. And we concur. WealthHub, the industry award-winning suite of applications, is all about integration that leads to leverage and scale. We bring together the industryโ€™s most advanced applications into one simple, cloud-based environment that fuels productivity and enhances client centricity for todayโ€™s trust companies, banking and financial advisors, attorneys and family offices.

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WEALTHHUB SOLUTIONS

Social Links:

Industry:
Financial Services Information Technology Office Administration Software Wealth Management

Founded:
2013-01-01

Address:
Plymouth Meeting, Pennsylvania, United States

Country:
United States

Website Url:
http://www.wealthhubsolutions.com

Total Employee:
11+

Status:
Active

Contact:
+1 (610) 915-2120

Email Addresses:
[email protected]

Total Funding:
3.25 M USD

Technology used in webpage:
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Current Advisors List

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C. Richard Corl Director @ WealthHub Solutions
Board_member

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John D. Santi Director @ WealthHub Solutions
Board_member

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Stanley M. Joffe Director @ WealthHub Solutions
Board_member

omar-mencin_image

Omar Mencin Board Observer @ WealthHub Solutions
Board_observer
2016-03-01

Current Employees Featured

antony-joffe_image

Antony Joffe
Antony Joffe Founder and Board Member @ WealthHub Solutions
Founder and Board Member
2013-06-01

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John Fetter
John Fetter Technology Director @ WealthHub Solutions
Technology Director
2014-09-01

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Scott Vey
Scott Vey Director Product Management @ WealthHub Solutions
Director Product Management
2014-07-01

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Tim Fisk
Tim Fisk Director Product Management @ WealthHub Solutions
Director Product Management
2014-07-01

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James Marks
James Marks President and CEO @ WealthHub Solutions
President and CEO
2016-03-01

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Greig Carruthers
Greig Carruthers Marketing and Implementation Administrator @ WealthHub Solutions
Marketing and Implementation Administrator
2015-01-01

Founder


antony-joffe_image

Antony Joffe

Investors List

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Richard Vague

Richard Vague investment in Seed Round - WealthHub Solutions

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Ben Franklin Technology Partners of Southeastern Pennsylvania

Ben Franklin Technology Partners of Southeastern Pennsylvania investment in Seed Round - WealthHub Solutions

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Rittenhouse Ventures

Rittenhouse Ventures investment in Seed Round - WealthHub Solutions

ben-franklin-technology-partners-of-southeastern-pennsylvania_image

Ben Franklin Technology Partners of Southeastern Pennsylvania

Ben Franklin Technology Partners of Southeastern Pennsylvania investment in Seed Round - WealthHub Solutions

Official Site Inspections

http://www.wealthhubsolutions.com

  • Host name: 25.0.153.160.host.secureserver.net
  • IP address: 160.153.0.25
  • Location: Scottsdale United States
  • Latitude: 33.6013
  • Longitude: -111.8867
  • Metro Code: 753
  • Timezone: America/Phoenix
  • Postal: 85260

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WealthHub Interactive Portal: Access trust management info, assets, transactions, and distributions. Easy. Efficient. Secure.See details»

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