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.
Employees: 11-50
Total raised: $1.6M
Founded date: 2015
Investors 2
| Date | Name | Website |
| - | Ben Frankl... | sep.benfra... |
| - | Rittenhous... | rittenhous... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 23.09.2016 | - | $1.6M | Rittenhous... |
Mentions in press and media 5
| Date | Title | Description | Source |
| 16.03.2017 | CY 2016: Ben Franklin Approved $10.6 Million in 52 Companies | Information Technology Zuppler ContentWatch Life.io Versify Solutions LLC Kickup Practice ... | sep.benfra... |
| 12.10.2016 | 12 Philly fintech players worth keeping an eye on | If you thought Delaware ran the fintech game on the East Coast (south of NYC, that is), maybe you sh... | technical.... |
| 23.09.2016 | Rittenhouse Ventures Leads $1.6M Round into WealthHub Soluti... | WealthHub Solutions, the 2-year-old provider of software for trusts administration professionals, ha... | rittenhous... |
| 22.09.2016 | Rittenhouse Ventures Raises $18M for Second Fund | Rittenhouse Ventures today announced the final closing of Rittenhouse Fund II. At $18 million of com... | citybizlis... |
| 18.08.2016 | Ben Franklin Approved $2.9M for 13 Early Stage Companies | Practice is a multi-step learning platform that was developed through multiple National Science ... | sep.benfra... |