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.
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Verified contacts
16
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
58
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- GC
Greig Carruthers
Director of Client Success · Customer/Client Service
EmailPhone - JF
John Fetter
Technology Director · Information Technology
EmailPhone - AD
Alan Dong
Etl Developer · Other
EmailPhone - JM
James Marks
President and CEO · Other
EmailPhone - ZO
Zach Olenick
Salesforce Administrator Customer Success Analyst · Other
EmailPhone - MJ
Marshall J.
Vice President of Sales · Sales & Business Development
EmailPhone - GB
Gyan Bains
Software Developer · Information Technology
EmailPhone - BV
Brittany von Czoernig
VP of Sales · Other
EmailPhone - CF
Carter Field
Customer Success · Other
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Wealthhub Solutions, Inc
14 distinct titles indexed · top 10 shown.
- 2vice president of sales
- 1account executive
- 1customer success
- 1customer success analyst
- 1customer success salesforce admin
- 1developer
- 1director of client success
- 1etl developer
- 1internet marketer
- 1president and ceo
- +4more titles
Sign up to unlock all 16 contacts at Wealthhub Solutions, Inc
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