Wealthhub Solutions, Inc.
Other Technology · Conshohocken, Pennsylvania
Wealthhub Solutions, Inc. is a other technology company based in Conshohocken, Pennsylvania, incorporated in 2014. It has reported $8.8 million raised across 6 Form D filings with the SEC, most recently in 2024.
The only CRM built for trust companies and family offices. Automate trust administration, compliance, and UHNW client management.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2024-11-22 | —+1 amd | $1.6M | $8.8M | SEC Form D | |
| 2019-11-27 | — | $5.6M | $7.2M | SEC Form D | |
| 2015-10-06 | —+2 amd | $1.6M | $1.6M | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.