WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry.

Finance

Information Technology

Investment Management

Office Administration

Software

WealthHub Solutions

WealthHub Solutions' headquarters in Conshohocken, PA, United States

Jim Marks

Steven Engle

Anna Sweeny

Brittany von Czoernig

Antony Joffe

The Customer Success Team at WealthHub Solutions, LLC ensures clients maximize the value of the company's cloud-based trust administration application. This team, comprising roles like Salesforce Admin, Director of Customer Success, and Customer Success Analysts, supports client onboarding, provides continuous user training, and addresses any technical issues to enhance overall customer satisfaction and retention.

Customer Success Team

The Leadership Team at WealthHub Solutions is responsible for setting the strategic direction of the company and ensuring alignment across all departments. This team, comprised of the President & CEO and VPs of Sales, drives growth initiatives, oversees key business operations, and fosters a culture of collaboration and innovation to enhance the trust administration application for the wealth management industry.

Leadership Team

The Sales Team at WealthHub Solutions, LLC is responsible for driving revenue growth by identifying and securing new business opportunities, nurturing client relationships, and ensuring customer satisfaction with the company's cloud-based trust administration application. Team members collaborate to develop and implement effective sales strategies, manage the sales pipeline, and utilize Salesforce to track and analyze performance metrics.

WealthHub Solutions

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Board & advisors

Teams

Customer Success Team

Leadership Team

Sales Team

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