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The Atlas · People · 3,969 profiles
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.
897 people · clear filters
Head of Product · Way2B1
TechnologyChief Revenue Officer · Etops
TechnologyPresident, Product and Technology · Arcesium
TechnologyCEO · IntelliCheck
TechnologyProduct Manager, Financial Planning · Orion Portfolio Solutions
TechnologyHead of Advanced Computing · Sandbox Wealth
TechnologyChief Administrative Officer · Advisor Engine: Digital Wealth Management Technology
TechnologyCEO & Founder, WYNNES Financial Advisers (client) · Valuefy
TechnologyHead of Asset Management · Etops
TechnologyCo-Founder & Client Projects · Way2B1
TechnologyChief Financial Officer · Global Relay
TechnologySenior Vice President, Private Markets Segment Head · Arcesium
TechnologyCTO · Jacobi
TechnologyCTO · Ledger
TechnologyBoard of Directors · Swimbird
TechnologyHead of Design and UX · Fincite
TechnologyPresident, APL · InvestCloud CRM
TechnologyExecutive Vice President, Compliance · Global Relay
TechnologyManaging Director · Asset Vantage
TechnologyChairperson · Private Client Resources
TechnologyLead System Engineer · Point
TechnologyHead of Business Development, Europe, Middle East and Asia · Arcesium
TechnologyChief Revenue Officer · FINTRX
TechnologyPresident · Broadridge
TechnologyAdvisor; Managing Director, KKR · Bridge
TechnologyVice President, Finance · Transcend
TechnologyHead of Strategy · Orion
TechnologyCtpo · EstateSpace
TechnologyGlobal Commercial Director · Performativ
TechnologyMarketing Director · Performativ
TechnologyHead of Marketing · Advisor Engine: Digital Wealth Management Technology
TechnologyPresident, Digital Wealth International · InvestCloud CRM
TechnologyGeneral Manager, Fund Administration · Juniper Square
TechnologyContact / Demo Lead · Alwy
TechnologyManaging Director · wealthpilot
TechnologySenior Associate, Product Ops · Mantle
TechnologyExecutive Vice President, Chief Legal Officer · FactSet
TechnologyFounder and CEO · Templum
TechnologyHead of Finance · AgilLink
TechnologyLead Engineer · Asseta
TechnologyChief Technology Officer · CloudMargin
TechnologySenior Solutions Engineer · Omega Point
TechnologyDirector of Training, Envestnet MoneyGuide · Envestnet
TechnologyChief Product Officer · Vestmark
TechnologyImplementation Project Manager · FundCount
TechnologyPresident · First Rate
TechnologyOperations Director · Elysys
TechnologyManaging Director EMEA · Jacobi