Wealthhub Solutions
Conshohocken, US · Founded 2014 · Delaware corporation · 25 employees on LinkedIn · 1 known investors
Client and asset management platform for UHNW administration.
Founders & leadership
JM
James MarksExecutive
SJ
Stanley JoffeNamed on SEC filing
Board
AJ
Antony JoffeBoard director
HF
Holly FlanaganBoard director
DN
RV
Richard VagueBoard director
JS
John SantiBoard director
Investors · 1
Reported raises · per SEC filings
Form D private placements$8.8M disclosed across 3 rounds · 2015–2024
▶$1.6MraisedDec 2024 · 2 investors · Other TechnologyRule 506(b)
▶$1.6MraisedDec 2024 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Antony JoffeDirector
- Holly FlanaganDirector
- James MarksExecutive Officer, Director
- David NevasDirector
- Richard VagueDirector
- Offering amount
- $1.6M
- Amount sold
- $1.6M
- First sale
- Nov 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5.6MraisedNov 2019 · 23 investors · Other TechnologyRule 506(b)
▶$5.6MraisedNov 2019 · 23 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Richard VagueDirector
- James M. MarksExecutive Officer, Director
- Antony JoffeExecutive Officer, Director
- Offering amount
- $6.1M
- Amount sold
- $5.6M
- Proceeds to insiders
- $60K
- First sale
- Nov 2019
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
▶$1.6MraisedSep 2016 · 15 investors · Other TechnologyRule 506(b)
▶$1.6MraisedSep 2016 · 15 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Sterling Global Holdings LLCPromoter
- C. Richard CorlPromoter
- John SantiDirector
- James M. MarksExecutive Officer
- Stanley JoffeDirector, Promoter
- Corl, LLCPromoter
- Antony JoffeDirector, Promoter
- Offering amount
- $1.8M
- Amount sold
- $1.6M
- First sale
- Sep 2015
- Incorporated
- Limited Liability Company, Delaware, 2014
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
Clio18 shared keywordsClio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service. The platform helps legal professionals manage cases, collaborate remotely, and deliver client-centered legal services.
SmartAsset17 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Trustate17 shared keywordsTrustate offers a planning platform with a trust funding service that prepares and processes the documents needed to transfer assets into a trust, coordinating directly with financial institutions. It handles tasks such as gathering trust certificates and account statements, preparing forms, and completing the funding process with the relevant institutions.
Softledger14 shared keywordsSoftLedger is a cloud-based general ledger and accounting platform with real-time multi-entity, multi-currency consolidation, financial reporting, AP/AR automation, and built-in crypto/digital asset accounting. It serves finance teams at multi-entity businesses as an API-first alternative to legacy ERP systems like NetSuite and Sage Intacct.
LeanLaw12 shared keywordsLeanLaw is legal billing and accounting software built natively on QuickBooks Online, covering the full revenue lifecycle for law firms including time tracking, billing, trust accounting, payments, and real-time reporting. It supports hourly, flat-fee, and contingency matters and serves law firms seeking to reduce billing gaps and improve collections.
True Link11 shared keywordsTrue Link provides financial cards designed to protect vulnerable individuals, particularly elderly people, from fraud and financial abuse while enabling greater independence.
Companies competing with Wealthhub Solutions for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Wealthhub Solutions do?
- Client and asset management platform for UHNW administration.
- Who are Wealthhub Solutions's investors?
- Wealthhub Solutions's investors include Rittenhouse Ventures.
- How much funding has Wealthhub Solutions raised?
- Wealthhub Solutions has disclosed $8.8M raised across 3 rounds.
- Where is Wealthhub Solutions headquartered?
- Wealthhub Solutions is headquartered in Conshohocken, US.