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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

381 people · clear filters

Ayo Ekhator

Co-Founder & COO · Bridge

Barry Ritholtz

Co-Founder / Chairman · Ritholtz Wealth

Ben Brook

Co-founder, Chief Executive Officer · Transcend

Ben Horowitz

Cofounder and General Partner · Andreessen Horowitz

Benjamin Mouté

CEO & Founder · Landytech

Platforms & Custody

Bhavesh Jhala

Founder & Head of Investment Advisory · Kongruent Wealth Management Services LLP

Bill Gottlin

Founder · Aspire HR Consulting LLC

Bobby Console-Verma

CEO and Co-Founder · 1fs Wealth

Platforms & Custody

Bobby White

Founder / Executive Chairman · RFG Advisory

Bradley Genser

Co-Founder and CTO · Farther

Brock Arnason

Founder and CEO · Droit

Bruce Weatherill

Founder, Chairman · BWC Benchmarking

Platforms & Custody

CA Abhishek Sharma

Co-Founder & Head of Direct Tax, Regulatory and Succession Planning. · TAM India Family Office Advisors

Platforms & Custody

CA Aneesh Kelkar , CFA

Co-Founder & Director · Prayodhan Wealth Private Limited

CA Harvinderjit Singh Bhatia

CEO & Co-Founder · Radiowalla Network Limited

Platforms & Custody

CA Jitendra Agarwal

Founder · Kukku Capital

Caitlin Long

Founder and CEO · Custodia

Cameron Gunter

Founder and Co-Chief Executive Officer · PEG Companies

Carl D. Thoma

Founder and Managing Partner · Thoma Bravo

Carol Seah

CEO & Founder, WYNNES Financial Advisers (client) · Valuefy

Casey Ketterling

Co-Founder & Client Projects · Way2B1

Charles Brighton

Co-Founder · Brighton Jones

Platforms & Custody

Charles Cascarilla

CEO and Co-Founder · Paxos

Chase Coleman

Founder · Tiger Global

Platforms & Custody

Chinmay Kulkarni

Founder · Cambridge Wealth

Chittransh Verma

Founder & Managing Partner · Spectra 7 Holdings

Christian J.G. Herold

Managing Director and Co-founder · PandaConnect – Family office software solution

Christina Lewis

Founder · Beatrice Advisors

Christopher Pallotta

Founder and CEO · Templum

Craig Cecilio

Founder · CXC Experience

Dan Reid

Co-founder and CTO · Xceptor

Platforms & Custody

Dan Vene

Co-Founder and Managing Partner, Head of Client Solutions · iCapital

Daniel Kennedy

CTO & Founder · Asseta

Danil Knyazev

Co-founder · Greenlock

Darryl Johnson

CEO and Co-Founder · Integrated Portfolio Solutions

Dave Stone

Co-Founder · First Rate

David Booth

Founder and Chairman · Dimensional Fund Advisors

David Brickell

Co-Founder · Stockopedia

Platforms & Custody

David Mazières

Chief Scientist, Co-founder · Stellar

David Sawyer

CEO & Co-Founder · Unlimited.ai

David Siegel

Co-Founder and Co-Chairman · Two Sigma

David Wieland

CEO and Co-founder · Realized Holdings

Davide Boiardi

Co-Founder · AssetMax

Dean Lombardo

Founder and CEO · Effortless Engagement

Dean Palmiter

CEO & Founder · Asseta

Denis Shafranik

Co-Founder · Concentric

Platforms & Custody

Dhruv Suri

Co-Founder & Principal · Asia Titans Family Office

Platforms & Custody

Dhruvesh S.

Founder · Prospero Tree

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