WealthHub Solutions offers a cloud-based platform for trust officers and other fiduciaries that integrates investment data and reporting with automated workflow, client management and prospecting, task scheduling, document management and compliance. The company has been selling its product for one year to U.S. trust companies, family offices and law firms and currently serves 12 clients with many more prospects. WealthHub is two years old and was founded by Antony Joffe. The business is based in Conshohocken and shares an office building with Sterling Trustees, which is the largest shareholder. Management says the company will use new financing to accelerate growth, expand product development, and support sales and marketing, including hiring additional sales professionals. Leadership includes CEO Jim Marks and investors include institutional backers and individual investors such as Tom Petro.

Total raised

$2M

Funding rounds

1

Latest round

Equity

Latest activity

Sep 2016