What departments does WealthHub Solutions, Inc have?

WealthHub Solutions, Inc has employees across 6 departments including Sales, Customer Success, Operations, Analytics, Administrative.

What is the largest department at WealthHub Solutions, Inc?

The largest department at WealthHub Solutions, Inc is Customer Success with 3 employees.

Where are WealthHub Solutions, Inc employees located globally?

WealthHub Solutions, Inc has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has WealthHub Solutions, Inc's team size changed over time?

WealthHub Solutions, Inc's team has decreased from approximately 24 to 23 employees based on available data.

WealthHub Solutions, Inc Employee Directory

Q: Who are WealthHub Solutions, Inc's key employees and leadership?

WealthHub Solutions, Inc's key employees include: President And Ceo: J. M., Chief Executive Officer: J. M., Vice President Of Sales: M. J., Founder And Board Member: A. J.

Software DevelopmentPennsylvania, United States11-50 Employees

WealthHub Solutions, Inc. is a software development company based in Plymouth Meeting, Pennsylvania, focused on enterprise solutions for fiduciary management. Its TrustHub platform automates daily trust, family office, and onboarding workflows, integrating client relationship management, document management, data aggregation, reporting, and related accounting systems to provide operating visibility and scalable control for management. The company serves fiduciary service providers and family offices, addressing the need for secure, browser-based interfaces that improve efficiency and support growth in trust and family office operations. WealthHub positions itself in the wealth management technology sector by delivering integrated tools tailored to trust officers, with recent recognition in industry awards and leadership additions to its board and sales team. The organization has been active in industry events and has announced personnel changes, including new board appointments and team additions in 2026. The firm operates from its Pennsylvania location and maintains a focused employee base typical of a specialized software provider.

WealthHub Solutions, Inc Global Highlights

North America
26

United States Of America
26

Africa
1

Nigeria
1

WealthHub Solutions, Inc's Leadership

J. M.
Chief Executive Officer
Mobile Phone
Email
M. J.
Vice President Of Sales
Mobile Phone
Email
J. M.
President And Ceo
Mobile Phone
Email
A. J.
Founder And Board Member
Mobile Phone
Email
B. V. C.
Director Of Sales
Mobile Phone
Email
G. C.
Director Of Client Success
Mobile Phone
Email
H. C.
Director Client Operations
Mobile Phone
Email
P. E.
Customer Success Analyst
Mobile Phone
Email

WealthHub Solutions, Inc Employee Metrics

100%

50%

0%

2026

2025

Customer Success
Sales
Analytics
Business
Consultant
Other
Entrepreneurship

Contact profiles from WealthHub Solutions, Inc

Name

Title

Contact

Location

Last Update

A. J.
Founder And Board Member
Mobile Phone
Email
United States, Pennsylvania
Apr 22, 2026
J. M.
President And Ceo
Mobile Phone
Email
United States, Mississippi
Apr 22, 2026
J. M.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
May 23, 2026
M. J.
Vice President Of Sales
Mobile Phone
Email
United States, Tennessee
Jun 26, 2026
B. V. C.
Director Of Sales
Mobile Phone
Email
United States, Mississippi
May 09, 2026
G. C.
Director Of Client Success
Mobile Phone
Email
United States, Pennsylvania
Apr 22, 2026
H. C.
Director Client Operations
Mobile Phone
Email
UNITED STATES
Jul 08, 2024
P. E.
Customer Success Analyst
Mobile Phone
Email
United States, Mississippi
Apr 22, 2026
Z. O.
Salesforce Administrator
Mobile Phone
Email
United States, New Jersey
Jun 01, 2026
C. F.
Customer Success
Mobile Phone
Email
United States, Pennsylvania
May 28, 2026

Frequently Asked Questions

What is WealthHub Solutions, Inc known for?

WealthHub Solutions, Inc was founded in 2015 and operates in the Software Development industry. You can contact WealthHub Solutions, Inc's main corporate office by phone at

+1-610-915-****

. Explore WealthHub Solutions, Inc's company overview page for more information.

What is WealthHub Solutions, Inc's most common email format?

WealthHub Solutions, Inc employees' email format typically follows the pattern of Last@wealthhubsolutions.com. Trying to find reliable and up-to-date employee contact data? Find more WealthHub Solutions, Inc email formats with LeadIQ.

How many employees does WealthHub Solutions, Inc have currently?

WealthHub Solutions, Inc has approximately 25 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

Who are WealthHub Solutions, Inc's key employees and leadership?

As of August 2026, WealthHub Solutions, Inc's key employees include:

Chief Executive Officer: J. M.
Vice President Of Sales: M. J.
President And Ceo: J. M.
Founder And Board Member: A. J.
Director Of Sales: B. V. C.

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WealthHub Solutions, Inc Employee Directory

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