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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.
581 people · clear filters
Platforms & Custody
Kate Shieh
Director of Engagement, APAC · Toniic
TechnologyKatherine Crowell
Head of Design · Trustworthy
Service FirmsKatherine Kek
Director - Head of Trust Services, Singapore · Trident Trust
TechnologyKathy Crowley
Head of Relationship Management · Advisor Engine: Digital Wealth Management Technology
AdvisorsKavitha Jayaram
Director · Wealth Managers United (India) Private Limited
Platforms & CustodyKeisha Cleare
Head Of Team - Trust Services · Rhone Trust
TechnologyKelli Stauff
VP of Finance · Cobalt
Platforms & CustodyKelly McGowan
Executive Director · Innocap
TechnologyKelvin Ng
Director, Business Operations · Global Relay
TechnologyKevin de Regt
Director of Product Management · Juniper Square
TechnologyKheira Dos Santos
Director of Fund Accounting, European Division · Juniper Square
TechnologyKhrystyna Volokhovska
Director of Product · Entrilia
Service FirmsKim Garrett
Head of Content · UMBRA International Group
AdvisorsKimberly Frodyma, MBA
Head of Event Strategy & Management · Focus Financial Partners
TechnologyKirit Parekh
Director · WealthSpectrum
TechnologyKranthi Saala
Head of Technology and Development · SRL Global
Service FirmsKrishna C.
Director · Chokhani
BanksKristen Kimmell
Divisional Director - West · RBC Wealth Management - U.S.
Service FirmsKristian Sieborg
Family Office Director · Hemonto
Platforms & CustodyKristin Dammacco
Director of Member Success · Kitces
Asset ManagersKrunal C Vyas
Senior Director - Family Office & Advisory · ASK Private Wealth
TechnologyKunal Gandhi
VP of Risk · Liberis
BanksKundan Jha
Associate Director · Kotak Private
Asset ManagersKushal Jaipuria
Director · Kiduja India
TechnologyKyle Adamo
Head of Product · Trustworthy
Asset ManagersLance Culpepper
Director, Business Development · Overlay Capital
Service FirmsLara Compton
VP, Growth and Brand Marketing · Ruby
Service FirmsLaura LaVecchia
Senior Director, Financial Operations · Trove
TechnologyLaurent Louvrier
Senior VP AI & Product Innovation · Confluence Technologies
Platforms & CustodyLeanne Burnette
Head of People and Culture · Zerocap
Platforms & CustodyLeevyn Isabel
Commercial Director, Middle East · Ocorian
Asset ManagersLena Mass-Cresnik
Head of AI Strategy · Rockefeller Capital Management
AdvisorsLena McQuillen
Director Of Financial Planning · Bailard
BanksLiane Elias Hoffmann
Member of the Board of Directors (Intesa Sanpaolo) · Intesa Sanpaolo Wealth Management Suisse
BanksLilian Chovin
Head of Asset Allocation · Coutts & Co. Private Bank
Platforms & CustodyLiliana Manns
Director of Community · The ImPact
Service FirmsLily Oliveira
Director - Ogier Global Guernsey · Ogier
Asset ManagersLiqian Ren
Director of Modern Alpha · WisdomTree
TechnologyLisa Galasso
Head of Controls · Tracfox
TechnologyLisa Marks
VP of Operations · EstateSpace
BanksLjiljana Cortan
Head of Wholesale Banking · ING
BanksLokendra Singh Pundir
Associate Director · Kotak Private
TechnologyLorenzo Costantino
Director, IT Operations · Global Relay
Service FirmsLucy Grimshaw
Global Head of Corporate · Ogier
Service FirmsLucy Poignand
Director · Ogier
TechnologyLynne Bush
Finance Director · Dasseti
TechnologyMagali Houtart
Head of Client Success · Trusted Family
AdvisorsMaitreyi Ganesh
Senior Director · Waterfield Advisors