WealthHub secured an investment led by Rittenhouse Ventures to grow its UHNW administration platform.
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WealthHub Solutions provides a cloud-based fiduciary administration and operating platform for trust companies, family offices, law firms, and other fiduciaries serving ultra-high-net-worth clients
WealthHub Solutions provides a cloud-based fiduciary administration and operating platform for trust companies, family offices, law firms, and other fiduciaries serving ultra-high-net-worth clients. Built on Salesforce, it combines specialized CRM, entity and asset data management, financial data integrations, document management, compliance monitoring, reporting, and automated workflows for onboarding, trust administration, distributions, and bill payments.