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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

897 people · clear filters

Reshma Rajagopalan

Senior Portfolio Strategist · Omega Point

Rich Cancro

Founder and CEO · Advisor Engine: Digital Wealth Management Technology

Rich Falk-Wallace

Co-Founder & CEO · Arcana

Rich Hart

Executive (title not specified) · Advisor 360

Rich Matta

Senior Vice President, Operations and Customer Experience · DeleteMe

Richard Abrahams

Co-Founder & Co-CEO · Sprout

Richard Ambrose

Chief Executive Officer · Wealthify

Richard April

Chief Marketing Officer · Arcesium

Richard Braidwood

COO, co-founder · Visible Capital

Richard Itri

Chief Innovation Officer · Eze Castle Integrations (ECI)

Richard Kiddle

Managing Director, Head of GP Solutions · Titanbay

Richard Laxer

Chair of the Board of Directors · Infront

Richard Reese

Advisory Board Member, President Fermont Capital; Former Chairman and CEO, Iron Mountain · iPaladin Digital Family Office

Rinat Levny

VP HR · Zesty

Rob Battista

EVP, Advisory Solutions · Vestmark

Rob Deffley

CEO / CFO · SRL Global

Rob Fairfield

Chief Executive Officer · Liberis

Rob S.

Staff Mobile Engineer · Trustworthy

Rob Wood

Managing Director, Australia · Jacobi

Robert (Bobby) Aves

Site Reliability Engineer · Omega Point

Robert Alexandru

Managing Director · Robora

Robert Forsythe

Advisory Board Member, CEO of Third Lake Capital · iPaladin Digital Family Office

Robert Mallernee

Founder and CEO · Eton Solutions

Robert Teel

Chief Executive Officer · Yardi

Robert Ulm

Head of Europe Sales Consulting · Privé

Rodger Desai

CEO · Prove

Rohini Jain

Chief Financial Officer · BILL

Ron Pruitt, CFA

President, Wealth Management · Orion

Ronan Donnelly

Chief Operations Officer | Executive Committee Member · SimCorp

Ronny Maate

Chief Product Officer · Sharegain

Rosann Ashe

Head of People Operations · Way2B1

Russ D'Argento

Founder & CEO · FINTRX

Ryan Eisenman

Co-Founder and Chief Executive Officer · Arch Investments

Ryan Guichon

Author / Team Member · SideDrawer

Ryan Tapley

Senior Solutions Architect · Asseta

Rémi Deteix

Chief Technology Officer · Quantilia

Sabine Adams

Managing Director · First Rate

Saeed Bidi

Machine Learning Engineer · Point

Sahar Kayhani

Chief Product Officer · Global Relay

Sam Lavery

Product Designer · Juniper Square

Samantha McBride

Founder · BYOB

Samir Kaji

Co-Founder and Chief Executive Officer · Allocate

Sandeep Sharma

Managing Director, Client Success · Nirvana Solutions

Sander Bouwmeester

Senior Account Executive, Benelux · Performativ

Sanjay Kulkarni

Chief Revenue Officer · Croesus

Santiago Schuppisser

Chief Product Officer · Etops

Sarah Cahaly

News contributor / team member · Ledgex

Sarah Levy

CEO · Betterment

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