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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.
585 people · clear filters
CEO & CIO-Private Wealth & Family Office · Wise Finserv
Asset ManagersAssistant Vice President · ASK Asset & Wealth Management
Platforms & CustodyVice President, Structured Investments · iCapital
Asset ManagersVice President · TPG NewQuest
Asset ManagersVice President-Private Wealth Management · ASK Asset & Wealth Management
Platforms & CustodyVice President - Wealth Management · Emkay Global Financial Services Ltd
AdvisorsChief Executive Officer · Focus Financial Partners
Platforms & CustodyChief Executive Officer · Fiduciary Trust International
BanksCEO, International Private Bank · JP Morgan Private Bank
AdvisorsVice President · Waterfield Advisors
Platforms & CustodyAssistant Vice President Operations · InCred Wealth
Platforms & CustodyChief Executive Officer · FirstCapital Financial Group
TechnologyPresident · Yardi
Platforms & CustodyChief Executive Officer · Bakkt
Service FirmsCEO · 1856 Family Office AG
TechnologyCEO · Performativ
Asset ManagersChief Executive Officer · SoftBank Investment Advisers
TechnologySenior Vice President, Head of Product US · Arcesium
TechnologyCEO · FundCount
TechnologyCEO · CitizenX
Platforms & CustodyCEO Life, Health and Bank Distribution · Zurich Insurance Group
AdvisorsVice President, Wealth Advisor · Titan
Platforms & CustodyAssociate Vice President - Digital Client Acquisition · Centricity WealthTech
BanksChief Executive Officer · CaixaBank Wealth Management Luxembourg
AdvisorsVice President of Wealth Management · Client Associates
Platforms & CustodyPresident - Finance & Investment Office · Hero Enterprise
AdvisorsVice President - Private Wealth Management · Client Associates
Asset ManagersVice President, Equity Business Development · Peachtree Group
AdvisorsAssociate Vice President & Insurance Head · Client Associates
AdvisorsAssociate Vice President · CERVIN Family Office & Advisors Pvt. Ltd.
BanksGroup CEO · Unicredit pan-European Commercial Bank
Asset ManagersDeputy CIO WorldQuant & CEO WorldQuant Millennium Advisors (WMA) · Worldquant
Platforms & CustodyPresident and Chief Executive Officer · Pitcairn
Platforms & CustodyCo-CEO · Republic
Service FirmsVice President · Aquilance
TechnologyPresident, PMA Network · InvestCloud CRM
TechnologyCEO · Wealthify
Platforms & CustodyDeputy Vice President · CTL Trusteeship
Asset ManagersVice President - Investments · IvyCap Ventures
Platforms & CustodyVice President · IME Capital
AdvisorsVice President of Investments · Ellevest
AdvisorsManaging Director and Vice President, Cresset Trust Company · Cresset
Service FirmsExecutive Vice President · Plumb Bill Pay
TechnologyVice President of Operations · Omega Point
AdvisorsAssistant Vice President · Centrum Wealth
TechnologyCEO · MyVest Wealth Management Technology| Simple
Asset ManagersCEO - Private Equity · Brookfield
Platforms & CustodyVice President - VANTAGE · Nuvama Wealth