Diligence memo · auto-generated · as of July 2, 2026
Wealthhub Solutions, Inc.
Wealthhub Solutions, Inc. looks under-valued against its niche peers and is quiet on financing cadence.
Businessfiled
Wealthhub Solutions, Inc. operates in Fintech, based in CONSHOHOCKEN.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Wealthhub Solutions, Inc. has raised $8.8M in disclosed capital across 3 recorded rounds, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).
Largest single filing: $5.6M on 2019-11-15.
Most recent recorded round closed around 2024-11-07.
Valuation (modeled)modeled
Provath models Wealthhub Solutions, Inc. at approximately $7.5M (range $2.1M–$15M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Under-valued. Modeled value is 0.12× the median modeled value of Series A Fintech companies in 2022–2024 (32 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Historic cadence: a new round about every 22 months.
Last raise 20 mo ago; this sector typically re-raises about every 12 months.
Slightly overdue versus sector cadence.
The last round stepped up 1.6× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 88% of Fintech peers (1063 compared).
Modeled value ranks above 71% of those peers.
Closest niche peers: Thndr, Peach Payments, Bite Ninja, Inc., Kinside Inc., Plerk Holdings LLC.
Peoplefiled
14 named people on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.