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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

Céline Jeangout

Head of Marketing · Trusted Family

D Ritter

Chief Security Officer · Smartleaf Asset Management

Dj B.

Senior Security Engineer · Trustworthy

Dainora Jociute

Content Marketing · Viima

Damola Ogundipe

Managing Director, Plural Policy · SAI360

Dan Bjerke

President, Digital Wealth · InvestCloud CRM

Dan Jones

SVP of North America Sales · Eze Castle Integrations (ECI)

Dan Reid

Co-founder and CTO · Xceptor

Daniel Baxter

Head of Portfolio Design · Jacobi

Daniel Crosby

Chief Behavioral Officer · Orion Portfolio Solutions

Daniel Kennedy

CTO & Founder · Asseta

Dany Pierobon

Chief Design Officer · Global Relay

Darren Tedesco

Contributor / Leadership · Advisor 360

Darryl Johnson

CEO and Co-Founder · Integrated Portfolio Solutions

Dave Goes

President, Enterprise Solutions · Advyzon

Dave Stone

Co-Founder · First Rate

David Brickell

Co-Founder · Stockopedia

David Buchmann

VP Engineering · Ntropy

David Crépin

Partner & Head of Sales · KeeSystem- Family office portfolio management software

David Heiss

Senior Vice President, Commercial Operations · SAI360

David Jervis

Strategic Advisor · SRL Global

David Kamp

Chief Technology Officer · Versana

David Kobia

Head of Engineering · Trustworthy

David Leblanc

Senior Advisor · ClearMacro

David M. Bromberg Slezynger

Senior Technical Product Manager · Amazon Web Services (AWS)

David Monk

Chief Legal Officer and Secretary · RealPage

David Priest

Head of Quantitative Modeling · Jacobi

David Sawyer

CEO & Co-Founder · Unlimited.ai

David Yates

Chief Financial Officer · Gresham Technologies

David Yovanno

CEO · +impact

Davit Harutyunyan

Chief Product & AI Officer · Gresham Technologies

Dean Craig

Director of Business Development · Entrilia

Dean Hill

Executive Director · Eze Castle Integrations (ECI)

Dean Palmiter

CEO & Founder · Asseta

Debbie Townley

Chief People Officer · SimCorp

Deena Edwards

Head of Product & Design · Sandbox Wealth

Deepak Bhagnani Family Office

Angel Investor · Helex

Delphine Asseraf

Directrice Générale Déléguée · Harvest Groupe

Deniqua LaCour Hill

Chief Administrative Officer · First Rate

Dennis Caulfield

Chief Product & Data Officer · FINTRX

Dennis Jaffe

Advisory Committee · Trusted Family

Dennis Rowe

Lead Platform Engineer · Omega Point

Deny Maric

Chief Legal Officer · Global Relay

Denys Liutyi

Economic Expert · Macrobond

Derek Tharp

Head of Innovation · Income Lab

Devendra Bhudia

Chief Product Officer · Gresham Technologies

Diana McLachlan

Chief People Officer · Wealthsimple

Diana Neuss

Vice President Operations · Smartleaf

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