WealthHub Solutions
PrivateLast Round
Seed
Dec 5, 2024
Total Funding Raised
$4.5M
Momentum Score
50 /100
Company Overview
WealthHub Solutions is a fintech company that provides a cloud-based fiduciary management platform built on Salesforce for trust companies, family offices, and other fiduciaries serving ultra-high-net-worth clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, CRM, Workflow Automation, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthHub Solutions Comps
Public and private peers based on sector, stage, and business model.
WealthHub Solutions Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Dec 5, 2024 | ||||
| Seed | Nov 18, 2019 | ||||
| Seed | Sep 23, 2016 |
WealthHub Solutions Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Benjamin Franklin Technology Partners | Seed |
| Rittenhouse Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 3, 2026
Monthly visitors increased 85% month-over-month.
- May 1, 2025
Monthly visitors increased 60% MoM, reaching 1.2K.
WealthHub Solutions Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about WealthHub Solutions's valuation, stock price, and market status.
