WealthHub Solutions, Inc Revenue
Software Development • 
401 Plymouth Rd, Suite 120, United States • 21-50 Employees
WealthHub Solutions, Inc revenue & valuation
| Annual revenue | $1,000,000 |
| Revenue per employee | $48,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $3,200,000 |
| Total funding | $1,400,000 |
Key Contacts at WealthHub Solutions, Inc
Steven Engle
Vp Of Sales
Holly Flanagan
Board Of Directors, Wealthhub Solutions
Antony Joffe
Founder And Board Member
Brittany Von Czoernig
Director Of Sales
Greig Carruthers
Director Of Client Success
Company overview
| Headquarters | 401 Plymouth Rd, Suite 120, Plymouth Meeting, Pennsylvania 19462, US |
| Phone number | +16105905145 |
| Website | |
| SIC | 673 |
| Keywords | CRM, Reporting, Trust Administration, Family Office Management, Portfolio Accounting |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
WealthHub Solutions, Inc Email Formats
WealthHub Solutions, Inc uses 4 email formats. The most common is {first initial} (e.g., j@wealthhubsolutions.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthhubsolutions.com | 33.3% |
{first initial}{last name} | jdoe@wealthhubsolutions.com | 41.7% |
{last name} | doe@wealthhubsolutions.com | 25% |
About 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WealthHub Solutions, Inc has 13 employees across 5 departments.
Departments
Number of employees
WealthHub Solutions, Inc Tech Stack
Discover the technologies and tools that power WealthHub Solutions, Inc's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Analytics
Video players
JavaScript libraries
Page builders
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
Security
Frequently asked questions
4.8
40,000 users
