WealthHub Solutions

WealthHub Solutions is a leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries. In addition to providing the ideal operating platform for Family Office administration, we pride ourselves on the level of customer service and ongoing support we provide to our clients, helping position WealthHub as a strategic partner for growth and continual process improvement over the long term.

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Business Introduction

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Solutions Introduction

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WealthHub is a CRM built specifically to address the needs and challenges of Family Offices and ultra-high net worth client and asset management. WealthHub creates an operating environment for family office administration that gathers all your critical information in one digital location and then provides customizable digital workflows and approval processes. Trust documents. Investment account and cash balances. Family relationships. Bank accounts and transactions. Special and unique assets. Legal entity details. Key trust provisions. All at your fingertips for efficient management.

WealthHub was founded by administrators for UHNW families, who realized that most wealth management technologies were built with the needs of financial advisors and mass-affluent clients in mind. He built out a platform on top of Salesforce that would provide the necessary tools and functionality to support his UHNW servicing needs. Realizing that this was a gap in the industry and there were many others like him experiencing the same issue, the work he set out to do on his own for the benefit of his clients evolved to what WealthHub is today.