Wealthhub Solutions

CRM Software

Overview

The only CRM built for trust companies and family offices. Automate trust administration, compliance, and UHNW client management.

Funding and backers

Total raised
$7.2M
3 rounds on record
Latest round
$1.6M
Venture round · Nov 2024 · 2 yr ago
Team
11-50
employees, estimated range
The money's age
Due for its next round
24 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Nov 7, 2024 Raised a round Venture round $1.6M · SEC Form D Nov 15, 2019 Raised a round Venture round $5.6M · SEC Form D Sep 22, 2015 Took on debt financing $1.6M · SEC Form D
Funding rounds
RoundDateAmountInvestorsSource
Venture round Nov 2024 $1.6M — SEC Form D
Venture round Nov 2019 $5.6M — SEC Form D
Debt Financing Sep 2015 $1.6M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity WEALTHHUB SOLUTIONS, INC. SEC Form D
Founders and leadersfrom filings, registers and the company's site
James MarksExecutive Officer, DirectorSEC Form D
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Financials

Total raised
$8.8M
Latest round
Venture - Series Unknown
Funding rounds
3
Funding rounds
Round Announced Amount
Venture - Series Unknown 2024 $1.6M Details
Venture - Series Unknown 2019 $5.6M Details
Debt Financing 2015 $1.6M Details

People

James Marks
Executive Officer, Director
SEC Form D
Antony Joffe
Director
SEC Form D
Richard Vague
Director
SEC Form D
Holly Flanagan
Director
SEC Form D
David Nevas
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Conshohocken United States
HQ
See WealthHubin Action
10-50 est. staff
375 E. Elm St. Suite 110,, Conshohocken, PA 19428
company site