WealthHub Solutions
PrivateLast Round
Seed
Dec 5, 2024
Total Funding Raised
$4.5M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
WealthHub Solutions operates in Enterprise Software and is based in Conshohocken, Pennsylvania. Its latest recorded funding round was a Seed round in December 2024.
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
Enterprise Software
Verticals
Wealth Management, CRM, Workflow Automation, Compliance & Risk, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
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% |
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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 |
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Key People
Founding team and executive leadership
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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.
- Sep 13, 2026
Monthly visitors grew 208% MoM.
- Mar 3, 2026
Monthly visitors increased 85% month-over-month.
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WealthHub Solutions Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about WealthHub Solutions's valuation, stock price, and market status.
Is WealthHub Solutions a public or private company?
WealthHub Solutions is a private company.
What is the current stock price of WealthHub Solutions?
WealthHub Solutions is a private company, so its shares have no public market price. Caplight tracks WealthHub Solutions's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is WealthHub Solutions worth (valuation)?
Valuation information for WealthHub Solutions is not publicly available.
Can I buy WealthHub Solutions stock?
WealthHub Solutions shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was WealthHub Solutions's last funding round?
WealthHub Solutions's most recent funding round was Seed on December 5, 2024.
Who are the main investors in WealthHub Solutions?
Key investors in WealthHub Solutions include Rittenhouse Ventures.
Will WealthHub Solutions IPO soon?
No public IPO plans have been announced for WealthHub Solutions.
How can I track WealthHub Solutions secondary market activity?
Caplight tracks bids, offers, and trades in WealthHub Solutions's shares on secondary markets.