James M. Marks
Chief Executive Officer at WealthHub Solutions, Inc.
Profile
James M.
Marks is associated with WealthHub Solutions, Inc. as the President, Chief Executive Officer & Director.
James M. Marks active positions
| Companies | Position | Start |
|---|---|---|
WealthHub Solutions, Inc.
 WealthHub Solutions, Inc. Packaged SoftwareTechnology Services WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA. | Chief Executive Officer | - |
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Linked companies
| Private companies | 1 |
|---|---|
WealthHub Solutions, Inc.
WealthHub Solutions, Inc. Packaged SoftwareTechnology Services WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA. | Technology Services |
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