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
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
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
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.
Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
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 for private companies. Visit https://www.caplight.com to monitor WealthHub Solutions's secondary market activity and sign up for updates.