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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.
622 people · clear filters
Technology
Sanjay Kulkarni
Chief Revenue Officer · Croesus
TechnologySantiago Schuppisser
Chief Product Officer · Etops
AdvisorsSara Egide
Chief Legal Officer · Titan
Platforms & CustodySarah Gooding
Chief Product Officer · Centtrip
Asset ManagersSavina Rizova
Co-Chief Investment Officer · Dimensional Fund Advisors
Platforms & CustodySavithri Sreeram
Chief Operating Officer · Onza Wealth
Asset ManagersScott A. Gerard
Chief Financial Officer · Silvercrest
BanksScott Clemons
Chief Investment Strategist · Brown Brothers Harriman
TechnologyScott Erickson
Chief Operating Officer · Clearwater Analytics
Platforms & CustodySean Bowen
Chief Operating Officer · Copper.co
TechnologySean Kearns
Chief Revenue Officer · Affinity
TechnologySebastian Okser
Chief Technology Officer · Cyndx
Asset ManagersSelwyn Notelovitz
Global Chief Compliance Officer · Dimensional Fund Advisors
Platforms & CustodySeshadri Sundaram
Chief Technology Officer · Xpansiv
TechnologyShamik Mukherjee
Chief Marketing Officer · RealPage
TechnologyShane Young
Chief Financial Officer · Advyzon
AdvisorsSharon Chambers
Partner, CFO · Capital Generation Partners
AdvisorsShashank Khade
Director and Chief Equity Advisor · Entrust Family Office
AdvisorsShashi Kumar
Manager shared CFO · Entrust Family Office
TechnologyShawn Donovan
Chief Revenue Officer · InvestCloud CRM
TechnologyShriram Bhashyam
COO · Sydecar
Asset ManagersShweta Agrawal
Chief Financial Officer · InvAscent
Asset ManagersSiddhartha Saraf,CFA,FRM
Chief Investment Officer · Manyavar Family Office
TechnologySimon Behan
Chief Commercial Officer · FundGuard
TechnologySimon Lindblom
Chief Technical Officer · Sharpfin
Service FirmsSiobhan Noble
Chief Data and AI Officer · Carne Group
TechnologySofia Nordin
Chief Operating Officer · Sharpfin
Platforms & CustodySonali Basak
Chief Investment Strategist · iCapital
Asset ManagersSonia Jenkins
Chief People Officer | Group Executive Committee · Schroders
Service FirmsSonia Webb
Chief Financial Officer · Baker Tilly
AdvisorsSophia Flaxen
Chief of Data Analytics · RWA Wealth Partners
Platforms & CustodySophie Bowler
Chief Risk and Compliance Officer · Zodia Custody
TechnologySreenevas Handadi
Chief Technology Officer · Kristal.AI
AdvisorsSriram Venkatasubramanian
Executive Director & CFO · Centrum Wealth Management Ltd
TechnologyStan Perry
Chief Operating Officer · Asseta
Platforms & CustodyStephan van Vliet
Group Chief Investment Officer · Zurich Insurance Group
Asset ManagersSteve Zhang
Chief Financial Officer · Amber Group
Service FirmsSteven Hall
Chief Financial Officer · Digitalis
TechnologySteven Klooster
Chief Financial Officer · Clarity AI
AdvisorsSteven Williams
Partner and Chief Client Officer at Cerity Partners · Cerity Partners
TechnologyStuart Lawson
CFO (Fractional) · EstateSpace
TechnologySujatha Rajaram
Chief Operating Officer · Private Client Resources
TechnologySundeep Dadlani
Chief Customer Officer · Global Relay
Asset ManagersSusan Kendall
Partner, CFO, Apollo Asset Management · Apollo
Asset ManagersSuzanne Donohoe
Chief Operating Officer & Chief Commercial Officer · Vista Equity Partners
AdvisorsTang Saichua
Chief Client Officer · Brighton Jones
AdvisorsTara Ryan
Partner and Chief Marketing Officer · Cerity Partners
BanksTerence Lin
Group Chief Financial Officer · iFAST