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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
Associate Vice President, Wealth Advisory · Waterfield Advisors
Platforms & CustodyVice President · Anand Rathi Wealth Limited
Asset ManagersChief Executive Officer · Eversource Capital
BanksSenior Vice President and Senior Regional Head · HDFC Bank
AdvisorsMD & CEO · HDFC securities
TechnologyVice President Operations · Smartleaf
TechnologyVice President, Partnerships · Transcend
TechnologyVice President Business Asia Pacific · FundCount
TechnologyPresident and Chief Executive Officer · RealPage
AdvisorsSenior Partner and CEO-elect, PwC Canada · PwC
TechnologySenior Vice President, Operations · SAI360
TechnologyVice President, Capital Markets · Tier1 Financial Solutions
Platforms & CustodyChairperson ; Board of Directors ; ( Former Vice Chairman ; CEO ; COO ; Consultant ) · Dr. Mehta's Hospitals
TechnologyCEO & CMO · Ownly
AdvisorsCEO & Chief Investment Officer · Ellevest
AdvisorsPresident & CEO · Ballentine Partners
Asset ManagersHead of Wealth Management and Executive Vice President · Rockefeller Capital Management
Platforms & CustodyPresident · RFG Advisory
TechnologyCEO · Trusted Family
BanksCEO, Latin America & GFG Private Bank New York · JP Morgan Private Bank
AdvisorsPresident and CEO · Empower Retirement
Platforms & CustodyBoard Member / Cohort Participant (President, 11 1/2 Holdings LLC) · Impact Frontiers
Platforms & CustodyCo-CEO - Copper · Copper.co
BanksDeputy CEO - Head of HR, Organization & Legal · Intesa Sanpaolo Wealth Management Suisse
Platforms & CustodyPresident and Chief Operating Officer · Coinbase
BanksChief Executive Director · Coutts & Co. Private Bank
Service FirmsPresident · STP Investment Services
TechnologyChairman and CEO, Ondas Inc. · Ondas Networks
Asset ManagersCEO · Crossroads
TechnologyVice President · Mantle
TechnologyCEO · Ledger
Service FirmsChief Executive Officer · Baker Tilly
TechnologyCEO · Addepar
TechnologyCEO · Jay Solutions
AdvisorsChief Executive Officer · RSM
TechnologyCEO · Swimbird
Platforms & CustodyPresident, Evolution Markets · Xpansiv
TechnologyCEO · Profile Software
TechnologyPresident · Vidrio
Platforms & CustodyChief Executive Officer · Innocap
TechnologyCEO · FileForms
BanksChief Executive Officer · Amina Group
BanksSenior Vice President - Head of Banking Global Family and Private Investment Offices · Northern Trust
Platforms & CustodyVice President Private Banking · JM Financial Ltd
BanksGerente General (CEO) · Credicorp Capital
Asset ManagersPresident · Pratithi Investments
TechnologyVice President, Center of Excellence · SAI360
Platforms & CustodyPresident · iCapital