Wealthhub Solutions, Inc logo
VerifiedSoftware Development· Founded 2015

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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HeadquartersPlymouth Meeting, United StatesEmployees23(11 to 50)Annual revenue<$1MFounded year2015Websitewealthhubsolutions.comLinkedIn profileLinkedIn

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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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

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