James M. Marks

WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA.

WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA.

WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA.