Wealthhub Solutions
Conshohocken, US · Founded 2014 · Delaware corporation · 25 employees on LinkedIn · 1 known investors
Find your way into Wealthhub Solutions
75 people in our graph share verified history with the Wealthhub Solutions team — schools, employers, funds. One of them is your warm intro.
Elena Vibochunlockedknows James Marks · together at Swarthmore College
knows the team · via WineAccess
×10knows the team · via Swarthmore College
WealthHub provides software solutions for automating trust administration and management, serving financial professionals and trust administrators.
Founders & leadership
JM
James MarksinExecutiveHe has over 30 years of experience in financial technology and investment banking, including founding SNL Securities in 1987, establishing a fintech equity practice at CSFB in 1996, co-founding boutique investment bank Marks Baughan & Co in 2004, and holding leadership roles at Belzberg Technologies, Keystone Risk Partners, and WineAccess.
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 provides cloud-based general ledger and accounting software designed for finance teams that need to manage multiple entities, currencies, and digital assets. The platform serves companies seeking enterprise-grade accounting capabilities without the typical enterprise cost, offering consolidation, reporting, and integration flexibility.
LeanLaw12 shared keywordsLeanLaw is a legal billing and revenue management platform designed for law firms to track time, billing, payments, and collections across hourly, flat-fee, and contingency matter types. The platform integrates with QuickBooks Online to provide real-time financial visibility and streamline the revenue lifecycle from intake through 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?
- WealthHub provides software solutions for automating trust administration and management, serving financial professionals and trust administrators.
- 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.