WealthHub Solutions
PrivateLast Round
Seed
Dec 5, 2024
Total Funding Raised
$4.5M
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 Comparables
Compare WealthHub Solutions with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ProTrustee | 88% | |
| Practifi | 80% | |
| Asset Vantage | 77% | |
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.