WealthHub Solutions, Inc
Software DevelopmentView the employees at
WealthHub Solutions, Inc-
Perpetue Etienne-Charles, CSM® Salesforce Certified Administrator / Business Analyst / Certified Scrum Master
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Philadelphia, Pennsylvania, United States
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Rising Star
Carter Field Customer Success at WealthHub Solutions, Inc-
Rising Star
Zach Olenick Salesforce Administrator / Customer Success Analyst at WealthHub Solutions, Inc.-
Allentown, Pennsylvania, United States
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Rising Star
John Fetter Technology Director at WealthCloud, LLC-
Bryn Mawr
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Rising Star
Jim Finegan Vice President of Sales at WealthHub Solutions, Inc-
Philadelphia, Pennsylvania, United States
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Rising Star
Overview
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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