WealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application automates the daily activities of a trust offers or family office and, in the process, delivers visibility across the organization and control to management. TrustHub integrates CRM and workflows that are tailored to trust and family office management with trust or portfolio accounting systems, document management, data aggregation, client portal and reporting, bill payment, and more. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust and family office operations.
Employees: 11-50
Total raised: $1.6M
Founded date: 2015
Investors 2
| Date | Name | Website |
| - | Ben Frankl... | sep.benfra... |
| - | Rittenhous... | rittenhous... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 23.09.2016 | - | $1.6M | Rittenhous... |
Mentions in press and media 5
| Date | Title | Description |
| 11.07.2025 | Rittenhouse Ventures: Over $75 Million In AUM Following Fund III Closing | Rittenhouse Ventures, a firm with over 15 years of experience backing the country’s top early-stage software founders, announced the closing of Fund III. This new fund will build on the firm’s strong track record of investing in capital-eff... |
| 12.10.2016 | 12 Philly fintech players worth keeping an eye on | If you thought Delaware ran the fintech game on the East Coast (south of NYC, that is), maybe you should read this first. Philly, with its nationally respected cluster of universities and research hospitals, might be better known as a tech ... |
| 23.09.2016 | Rittenhouse Ventures Leads $1.6M Round into WealthHub Solutions | WealthHub Solutions, the 2-year-old provider of software for trusts administration professionals, has completed its first round of institutional financing. |
| 22.09.2016 | Rittenhouse Ventures Raises $18M for Second Fund | Rittenhouse Ventures today announced the final closing of Rittenhouse Fund II. At $18 million of committed capital, Rittenhouse II builds upon the firm's strong performance in the Rittenhouse Fund I portfolio, which includes Tabula Rasa Hea... |
| 18.08.2016 | Ben Franklin Approved $2.9M for 13 Early Stage Companies |