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An independent atlas · surveyed quarterly · set in Fraunces, Source Serif & Space Mono.

Family office people directory | The Family Office Stack

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.

FunctionAll Founders 381 CEO & President 585 C-Suite 622 Partners & MDs 695 Investment & Wealth 396 Heads & Directors 581 Other roles 709

SectorAll Technology 897 Banks 327 Asset Managers 646 Service Firms 412 Advisors 760 Platforms & Custody 925

132 people · clear filters

Gene Farrell

CEO · Vanilla

Hailin Li, Ph.D., CFA

CEO · Advyzon

Hank Boughner

CEO · Dynamo Software

Heath Tarbert

President · Circle

Heather Bellini

President & Chief Financial Officer · InvestCloud CRM

Heather Holmes

CEO · Lumiant

James Marks

President and CEO · WealthHub Solutions

James Ousley

CEO · Vitech

Jamil Jiva

Executive Vice President · Linedata

Jarno Piironen

Chair & CEO · Silcube Software

Jason Fan

CEO · Forma

Jason Weinstein

Chief Executive Officer · Cobalt

Jeff Schmidt

CEO · Eze Castle Integrations (ECI)

Jeff Yabuki

Chairman & Chief Executive Officer · InvestCloud CRM

Jesper Svensson

CEO · FA Solutions

Joel Loewen

Vice President, Cloud · Yardi

Jonathan Fishbeck

CEO · EstateSpace

Joseph Smith

Vice President, Implementation and Onboarding · Nirvana Solutions

Joshua Wasser

Vice President, Global Family Office & Asset Management · FundCount

Karl Roessner

Chief Executive Officer · Vestmark

Kartik Srinivasan

President, Advyzon Institutional · Advyzon

Kate Parker

President · Transcend

Katie Schreiber

Senior Vice President, Global HR · SAI360

Ken Fine

Chief Executive Officer · Affinity

Kent Wolstenholme, CPA

Vice President of Client Success · FundCount

Kevin Yardi

Senior Vice President, Global Solutions · Yardi

Lucas Babbitt

Chief Executive Officer · Atomic Insights

Marco Della Torre

CEO · Venn by Two Sigma

Markus Nottelmann

Chief Executive Officer, Ondas Networks · Ondas Networks

Martin Simoncic

Chief Executive Officer · Zywave

Mazen Jabban

Chairman and CEO · Vidrio

Meir Kliner

President, Ondas Autonomous Systems · Ondas Networks

Michael Katchen

Chief Executive Officer · Wealthsimple

Mike Dolence

Vice President of Operations, Pride Investment Partners (customer) · Sage Intacct

Mike Simcock

CEO · ClearMacro

Mike Sleightholme

Head of Asset Management and President of Broadridge International · Broadridge

Mikkel Rahbek Brunse

Chief Executive Officer · Vitec Aloc

Milind Mehere

Chief Executive Officer and Board Member · Advisor 360

Minar Mujumdar

Vice President - Reporting · PCR Financial Aggregation

Mu Chen

CEO & Executive Director · Canopy

Natalie Wolfsen

Chief Executive Officer · Orion

Niall Boland

Co-CEO and Board Director · ClearMacro

Nick Eatock

CEO · intelliflo

Nizar Tarhuni

Executive Vice President, Research & Market Intelligence · PitchBook

Okan Pekin

President · Capitolis

Oshri Lugassy

Co-CEO, Ondas Autonomous Systems · Ondas Networks

Otto Cass

Vice President of Business Development · Performativ

Pascal Gauthier

Chairman & CEO · Ledger

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