WealthHub Solutions, Inc

📍 Plymouth Meeting, United States🗓 Founded 2015👥 18 employees💰 Last funded Mar 2016
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.
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2015
Founded
Investor geography1 country
United States
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Frequently asked questions
Who invested in WealthHub Solutions, Inc?
WealthHub Solutions, Inc has 1 investors on record on gritt.io, including 1 early-stage backers.
When did WealthHub Solutions, Inc last raise funding?
The most recent investment in WealthHub Solutions, Inc recorded on gritt.io was in March 2016.
When was WealthHub Solutions, Inc founded?
WealthHub Solutions, Inc was founded in 2015.
What industry is WealthHub Solutions, Inc in?
WealthHub Solutions, Inc operates in Software Development. Find similar Software Development investors on gritt.io.
Where is WealthHub Solutions, Inc based?
WealthHub Solutions, Inc is headquartered in Plymouth Meeting, United States.