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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

897 people · clear filters

Amy Whaley

Chief People Officer · PitchBook

Ananya Balaram

Chief Revenue Officer · Advisor 360

Anders Viskum

Founder and CEO Nordics · Aleta

Andrea Alexis-James

Manager, Customer Success · Mantle

Andrea Bosetti

Chief Financial Officer · Etops

Andreas Hammarin

Chief Product Officer · Swimbird

Andreas Ullsten

Senior Sales · Jay Solutions

Andrew Doman

Client - Chief Operating Officer, Prime Quadrant · Canoe Intelligence

Andrew Elmore

Chief Technology Officer · Gresham Technologies

Andrew King

Head of Client Success · Way2B1

Andrew Moon

Head of Brand and Communications · Transcend

Andrew Sever

Co-founder, Chief Executive Officer · SumSub

Andrew Tarver

President, PMA Network · InvestCloud CRM

Andrew Webster

Head of Solutions Architecture · BYOB

Andrey Kozlov

CTO · 1fs Wealth

Andy Russell

CEO · Wealthify

Angelina Benham-Hermetz

Head of EMEA · Dynamo Software

Annamaria Koerling

Advisory Panel - Managing Partner, Delfin Private Office · BYOB

Annmarie Rogers

EVP, Client Operations · Vestmark

Annmarie Thorne

Vice President of Operations · Omega Point

Anthony Burns

News contributor / team member · Ledgex

Anton Honikman

CEO · MyVest Wealth Management Technology| Simple

Anton Lissone

Chief Technology Officer · SAI360

Antonio Oliver

Head of Engineering · CitizenX

Anvaraly Jiva

Founder and CEO · Linedata

April Chang

Data Engineer · Omega Point

Arden Pennington

Product Manager · Advisor Engine: Digital Wealth Management Technology

Aric Faber

President & CEO · SalesPage Technologies

Arie Oustinoff

Chief Revenue Officer · Dynamo Software

Arjun Patel

Head of Product · Dasseti

Arjun Rao

Senior Vice President, Product · Yardi

Arnaud Brive

Senior Director, European Fund Administration · Juniper Square

Arnaud Parmentier

VP of Sales · Abbove

Arnaud de Coninck

Chief Revenue Officer · Trusted Family

Arnie Brier

Chief Operating Officer · Yardi

Arshia M.

Software Developer · Omega Point

Arthur Guimaraes

Chief Operating Officer, UC Investments (client testimonial) · Nasdaq for Family Offices

Artur Kluz

CEO · WealthArc

Arun Anur

Chief Operating Officer · Orion

Asheesh Chanda

Founder & CEO · Kristal.AI

Ashima Ghei

Chief Financial Officer · Broadridge

Ashish Ajit Golechha

Head Investments · Bee Ventures

Ashley Croft-Moore

Account Executive · Asseta

Ashley Kiolbasa

Chief Marketing Officer · Prove

Ashley Monard

Operations Manager / Executive Assistant · Omega Point

Ashley Whittaker

President - Global Sales · FundCount

Ashwin Patravali

Sales Director | Head of Private Wealth · Kristal.AI

Asier Bayón

Chief Product Officer · CitizenX

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