Key facts
- WealthHub’s last known valuation is $11.2M (Dec 2024).
- It has raised $7.2M; the latest was Later Stage VC ($1.6M) in Dec 2024.
- Notable investors include Ben Franklin Technology Partners of Southeastern Pennsylvania, Gabriel Investments, Richard Vague, Rittenhouse Ventures.
- Status: Privately Held (backing).
Leadership
- Richard VagueInvestor
- ·The complete investor list — 4 names
- ·Watchlist + deal alerts for WealthHub
- ·The full record, as it builds
Funding rounds
No funding rounds for WealthHub are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About WealthHub
Developer of a cloud-based computing platform designed for trust management of daily activities The company's platform integrates investment data and reporting with automated workflow, client management and prospecting, task scheduling, document management, and compliance, enabling offices and trust companies to attain operational savings by improving productivity while enhancing the customer experience and reducing fiduciary risk.
- Sector
- Information Technology
- HQ
- Conshohocken, PA, United States
- Founded
- 2013
- Employees
- 23
- Website
- wealthhubsolutions.com/
- Ownership
- Privately Held (backing)
WealthHub doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in WealthHub shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on WealthHub in its N-PORT filings yet. We sweep new filings monthly.