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The Atlas · People · 3,969 profiles
The people behind the stack
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
139 people · clear filters
Advisors
Prajakta Shinde
Tax Associate · Endovia Wealth
AdvisorsPrakadesh Natarajan
Principal Officer - Insurance · Entrust Family Office
AdvisorsPriya Edwin
Manager · Foresight Family Office
AdvisorsPriya Varma
Equity Dealer · Spark Capital PWM
AdvisorsPriyanka Dhingra
Talent Acquisition Specialist · Cynet Group
AdvisorsPunith Kavedia
Senior Manager · Entrust Family Office
AdvisorsRahul K.
AVP · Equirus Family Office
AdvisorsRahul Mone
Chairman · Pentagraph - Your Investment Partners
AdvisorsRahul Ranjan Singh
Founding Team - Client Relations · Nexedge Capital
AdvisorsRakesh Saini
Senior Manager · Equirus Family Office
AdvisorsRichard Frankel
Advisory Board Member · Presage Global
AdvisorsRob Raich
Principal · Cannell & Spears
AdvisorsRobert Morgenthau
Principal · Cannell & Spears
AdvisorsRon Rubin
Executive Vice Chair · Focus Partners
AdvisorsSantiago Castro
Team Member · WE Family Offices
AdvisorsSaravanan Ganesan
Senior Associate Corporate Finance · Entrust Family Office
AdvisorsSatyendra Singh
Founding Team · Nexedge Capital
AdvisorsSelvam G
Senior Manager · Equirus Family Office
AdvisorsShailesh Bajaj
Senior Operations Manager · Entrust Family Office
AdvisorsShashank Sharma
Manager · CERVIN Family Office & Advisors
AdvisorsShashi Rekha
Senior Manager - Client Service and Operations · Equirus Family Office
AdvisorsSheetal Bajaj
Team Head - Private Client Services · TriGen Wealth
AdvisorsShekar Shankar Raikar
Founding Team · Nexedge Capital
AdvisorsShrey Sonkar
Senior Business Development Manager · Sonkar Advisory & ERP
AdvisorsStacey Flier
Principal and Senior Consultant · NEPC
AdvisorsStanley Barnes
Personal Business Manager · SEI Private Wealth Management
AdvisorsSunil Shah
Finance Controller · Tandon Group
AdvisorsTeal Schoonover
Private Client Services · Carson Group
AdvisorsToby Zeegen
Advisory Board Member · Presage Global
AdvisorsTony Isola
Financial Advisor · Ritholtz Wealth
AdvisorsUjjwal Bajaj
Private Banker - UHNI · Ionic Wealth
AdvisorsUmang Vishwakarma
Manager - Multi Family Office · Neo Wealth and Asset Management
AdvisorsVaishakh Sudhir
Operations Manager · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsVidhi Goradia
Senior Manager · Centrum Wealth
AdvisorsVighnesh Pal
Senior Associate · Alpha Capital
AdvisorsViketa Malhotra Anand
Business Development Consultant · Waterfield Advisors
AdvisorsVineeta Prajapati
Senior Manager - Taxation · Equirus Family Office
AdvisorsVivienne Law
Client Services · WYNNES Financial Advisers
AdvisorsWilliam Spears
Principal · Cannell & Spears
AdvisorsYashraj Gupta
Associate · Client Associates
AdvisorsYusuf Salad
Associate · Capricorn Private Investments
AdvisorsZach Lowry
Advisory Board Member · Presage Global
Advisorsmanish yennu
Wealth Managers United (India) Private Limited