WealthHub Solutions

What WealthHub Solutions does

WealthHub Solutions, Inc. is a privately held vertical SaaS company that provides a cloud-based fiduciary management CRM platform built natively on Salesforce, designed specifically for trust companies, family offices, and law firms serving ultra-high net worth (UHNW) clients. The platform's core differentiator is an entity-based relationship data model that tracks complex structures spanning families, trusts, LLCs, corporations, foundations, beneficiaries, and advisors — a domain specialization that generic CRMs cannot replicate. Core functionality includes workflow automation for onboarding, approvals, compliance reviews, and distributions; legal entity tracking for multi-generational and multi-family structures; alternative asset management (real estate, planes, private equity, art, mineral interests); and integrated financial data feeds from trust accounting and portfolio management systems including Addepar, HWA, Box, and SharePoint.

The company monetizes through annual SaaS subscriptions sold via direct enterprise field sales, with quote-based pricing undisclosed publicly. Modules include the Interactive Portal (a client-facing portal for entity access and distribution requests, launched 2021) and a Tax Preparation Module (released 2020, bundled with subscriptions) that tracks 1099 and K-1 collection and tax return workflows. The company has grown from approximately a dozen to over 75 trust companies and family offices, including Biltmore Family Office, First Covenant Trust, and First American Trust, and has earned multiple industry awards including Best CRM at the Family Wealth Report Awards in 2021, 2022, 2025, and 2026. WealthHub is headquartered in Conshohocken, Pennsylvania (with a Plymouth Meeting mailing address), employs 11-50 people, and has raised approximately $4.5 million in cumulative seed funding since 2016 from Rittenhouse Ventures, Ben Franklin Technology Partners, Richard Vague, and CEO Jim Marks.

Name

WealthHub Solutions

Legal name

WealthHub Solutions, Inc.

Website

https://wealthhubsolutions.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

WealthHub Solutions provides a cloud-based CRM platform built on Salesforce, purpose-built for trust companies, family offices, and law firms managing ultra-high net worth relationships, entities, and fiduciary workflows for over 75 client organizations across North America.

Ownership category

akta.pro rank

Product category

Wealth Management Trust Administration Software

NAICS

Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Trust administration software
• Family office CRM
• Fiduciary management platform
• Wealth management SaaS
• UHNW client management

Headquarters

HQ city

Plymouth Meeting

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Cloud-based subscription service for CRM access with bundled modules. The tax preparation module is included with existing subscriptions. Built on Salesforce platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

WealthHub Solutions sells a Salesforce-native, cloud-based CRM platform (branded TrustHub/WealthHub) purpose-built for trust companies, family offices, and law firms that administer assets for ultra-high net worth (UHNW) clients. The platform centralizes entities, beneficiaries, assets, workflows, documents, compliance reviews, and financial data integrations, supplemented by add-on modules including the Interactive Portal (client-facing portal) and the Tax Preparation Module (1099/K-1 management) included with existing subscriptions.

Product overview

WealthHub Solutions offers a unified cloud-based fiduciary management platform built on Salesforce, specifically designed for trust companies and family offices serving ultra-high net worth (UHNW) clients. The core product, WealthHub (also known as TrustHub), is a deep vertical CRM that combines advanced customer relationship management with trust-specific workflows, document management, and compliance monitoring. The platform integrates investment data and reporting with automated workflow, contact management, task scheduling, and compliance features. Key modules include the Interactive Portal (a client-facing portal for entity access and distribution requests) and the Tax Preparation Module (for managing 1099/K-1 collection and tax return workflows). Together, these products form a comprehensive operating platform that eliminates paper, improves accuracy, ensures compliance, and enables scalable growth for UHNW fiduciaries.

Differentiator

Problem solved

Functional benefit

Brands

• TrustHub: Trust administration software platform built on Salesforce for trust companies and family offices.

Products and services

• WealthHub (TrustHub) CRM Platform Cloud-based fiduciary management CRM built natively on Salesforce for trust companies, family offices, and law firms serving UHNW clients; manages complex entity structures (trusts, LLCs, corporations, foundations), automates onboarding, approvals, compliance reviews, and distributions, and integrates with trust accounting, portfolio management, and document management systems.
• WealthHub Interactive Portal Client-facing portal that lets family members, clients, and advisors securely access entity data, asset information, and transaction histories, request distributions, and update account information, with changes syncing directly into the WealthHub CRM.
• WealthHub Tax Preparation Module Module that organizes the collection of 1099s and K-1s for trusts and other legal entities and tracks each step of the tax return process from delivery of financial statements through signing returns and tracking refunds and quarterly estimates; included with WealthHub subscriptions.

Quantifiable outcome

• Grow trust clients without proportional headcount growth through automation of daily activities
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature9 records

Partnerships

Three partnerships are on record, tiered core and minor.

• AddeparcoreTechnology or Integration · 21 May 2024WealthHub joined Addepar Partner Program allowing clients to combine Addepar's portfolio and transaction details with WealthHub's trust administration on one platform. This integration provides real-time insights for trust companies, family offices, and RIAs with positions, transactions, and balances automatically available in WealthHub without switching between systems.
• FOX (Family Office Exchange)minorGTM or Marketing Partner · 1 January 2024FOX Technology Resource Partnership providing WealthHub visibility and access to family office community through FOX's technology resource programs and member network.
• HWA InternationalminorStrategic or Co-development Partner · 11 October 2016Partnership announced in 2016 to bring integrated trust automation application to HWA trust clients. HWA International is a leading trust accounting software company providing WealthHub's trust automation application on an integrated basis to HWA clients.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Redtail Technology: Redtail Technology provides CRM, document management, and workflow tools for financial advisors and wealth managers. It serves a comparable buyer base focused on relationship management, onboarding, and compliance workflows used by RIAs and trust-adjacent firms.
• Docupace: Docupace provides operations and back-office workflow software for the wealth management industry, including compliance and account onboarding for advisors and trust firms. It overlaps with WealthHub's workflow automation, onboarding, and compliance use cases for similar buyer personas.
• Addepar: Addepar is a portfolio and wealth management platform widely used by family offices and trust companies, including many of the same customers WealthHub targets. Addepar is both a partner (Addepar Partner Program joined May 2024) and an adjacent competitor with overlapping functionality around entity, asset, and reporting workflows.
• HWA International: HWA International provides trust accounting software to trust companies and family offices, the same core buyer WealthHub serves. Marshall Johnson previously spent seven years selling HWA's trust accounting software across 25 states. WealthHub's TrustHub complements HWA's accounting layer with CRM and workflow automation, and the two have a formal integration partnership.
• Junxure: Junxure is a CRM and practice management platform built specifically for financial advisors and wealth management firms. It overlaps with WealthHub on CRM, workflow, and client relationship management for UHNW advisor and family office segments.

Broad incumbents

• Envestnet Tamarac: Envestnet's Tamarac platform provides portfolio management, reporting, and CRM functionality for RIAs and trust companies. It competes with WealthHub at the integrated wealthtech platform layer for many of the same family office and trust company customers.
• Orion Advisor Technology: Orion Advisor Tech offers portfolio accounting, CRM, and workflow software to RIAs and wealth managers. It competes with WealthHub on CRM and operational workflows for high-net-worth and family office segments.
• Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is the underlying CRM platform on which WealthHub is built and is sold directly to banks, trust companies, and wealth managers. It overlaps as a broad incumbent offering CRM, financial account data models, and client engagement tooling that compete with WealthHub's specialized vertical offering.
• eMoney Advisor: eMoney Advisor is a comprehensive financial planning platform serving advisors, RIAs, and enterprise wealth firms. It addresses adjacent workflows (client portals, financial planning) used by the same trust companies and family offices that buy WealthHub, and has been a talent feeder (Brittany von Czoernig, Jim Finegan).
• Black Diamond (Advent): Black Diamond Wealth Platform, part of SS&C Advent, delivers portfolio management, reporting, and client portal tools used by trust companies and family offices. It overlaps with WealthHub's investment-data and client-portal functionality for the same buyer personas.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealthhub-solutions-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WealthHub Solutions