Loading people…
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.
760 people · clear filters
Advisors
Tyler Johnson, CFP®, CPA
Wealth Advisor · Focus Partners
AdvisorsTyler Veit
Partner · Stax
AdvisorsUday Dhoot
Partner · Venn Wealth
AdvisorsUjjwal Bajaj
Private Banker - UHNI · Ionic Wealth
AdvisorsUmang Vishwakarma
Manager - Multi Family Office · Neo Wealth and Asset Management
AdvisorsVaibhav Choudhry
Investment Advisor · HDFC Tru
AdvisorsVaishakh Sudhir
Operations Manager · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsVatsal Shah
Founder · Dotcom IoT
AdvisorsVianne Xu, CFA, CFP
Head of Research, Portfolio Manager · Our Family Office Inc.
AdvisorsVidhi Goradia
Senior Manager · Centrum Wealth
AdvisorsVighnesh Pal
Senior Associate · Alpha Capital
AdvisorsVignesh Sundararaman
Founding Partner · Conscience Multi Family Office
AdvisorsVijayakrishnan Gopinathan
Senior Vice President – Family Office Investment Advisory · Entrust Family Office
AdvisorsVikas Khaitan
Co-Founder & Partner · Upwisery
AdvisorsViketa Malhotra Anand
Business Development Consultant · Waterfield Advisors
AdvisorsVikram S.
Market Director & Founding Team Member · TriGen Wealth
AdvisorsVinay Rao
Senior Director · Lighthouse Canton
AdvisorsVince Zosa
Partner · Stax
AdvisorsVineeta Prajapati
Senior Manager - Taxation · Equirus Family Office
AdvisorsVins Rafaliya
Founding Team: Investments Advisor · Nexedge Capital
AdvisorsVipin Thakral
Senior Vice President Finance - Head of Corporate FP&A · Focus Financial Partners
AdvisorsVivek Shrivastava
Associate Director - Family Office · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsVivienne Law
Client Services · WYNNES Financial Advisers
AdvisorsVáclav Prymek
Partner · PwC India
AdvisorsWendy Xu
Managing Director · Pennington Partners & Co.
AdvisorsWill Barden
Partner, Head of Investment Banking Coverage · Stax
AdvisorsWill Thomas
Chief Executive Officer · Capricorn Private Investments
AdvisorsWill Tickle
Portfolio Manager · Ballentine Partners
AdvisorsWilliam Cheng
Chief Financial Officer · RSM
AdvisorsWilliam Mani
Investment Analyst · Entrust Family Office
AdvisorsWilliam Spears
Principal · Cannell & Spears
AdvisorsWitold Czartoryski
Partner · Stax
AdvisorsXuan-Lam Nguyen Tang
Head of Private Wealth Management · CIGP
AdvisorsYashraj Gupta
Associate · Client Associates
AdvisorsYusuf Salad
Associate · Capricorn Private Investments
AdvisorsZach Lowry
Advisory Board Member · Presage Global
AdvisorsZeherra Mecklai
CEO and Founder · Mecklai Wealth’s
AdvisorsZinovy Iosovich
Chief Growth Officer, Focus Partners · Focus Financial Partners
Advisors_Matthew Garrott
Director, Investment Research · Fairway Wealth
Advisorsmanish yennu
Wealth Managers United (India) Private Limited