Wealthhub Solutions, Inc. announced it raised $5.6 Million in an initial filing from an offering of $6.1 Million
Wealthhub Solutions, Inc. announced it raised $5.6 Million in an initial filing from an offering of $6.1 Million
11/27/19, 6:10 PM
Location
Money raised
$5.6 million
Industry
information technology
Company Info
Location
375 east elm street
conshohocken, pennsylvania, united states
Additional Info
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.