Loading people…
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.
709 people · clear filters
Platforms & Custody
Athenas Valles
Operations and Executive Assistant · Opus
TechnologyAtte Isomäki
Customers · Viima
AdvisorsAtul Bodke
Private Banker - UHNI · Motilal Oswal Private Wealth
TechnologyAvi Shauli
SVP, Engineering · Riskified
Asset ManagersAvni Shah
Strategy & Growth · phab
AdvisorsAvyay Kapoor
Founding Team - Client Relations · Nexedge Capital
TechnologyAyca Ulgen
Digital Marketing Manager · Asseta
Platforms & CustodyAyush Dave
Business Development Executive · PhillipCapital India
Service FirmsBambi Derby
Operations Manager · Plumb Bill Pay
TechnologyBarry Libert
Chairman · EstateSpace
BanksBas Bitter CFP®
Relatiemanager Private Banking · Triodos Bank
TechnologyBen Hrynkow
Customer Success · Asseta
Platforms & CustodyBenaifer Malandkar
Board Observer · Raay Global Investments
TechnologyBenjamin Hogue
Senior Product Manager · Asseta
TechnologyBenjamin Schieb
Sales-Mitarbeiter · Finaplus | Wealth-as-a-Service
TechnologyBernardo Restrepo
Developer Manager · Advisor Engine: Digital Wealth Management Technology
BanksBhavna Sapra
Business Lead · Kotak Private
AdvisorsBill Achtmeyer
Advisory Board Chairman · Matters Graph (previously GRAPH Strategy USA)
Platforms & CustodyBill Bowler
Sales Associate · Opus
Platforms & CustodyBill Mongan
General Counsel · River Financial
AdvisorsBina Mehta
Chair, KPMG UK · KPMG
TechnologyBiplov D.
Founding Engineer · Asseta
TechnologyBrian Fernandes
Finance Head · Edra Labs
Asset ManagersBrian Halligan
Podcast Host · Sequoia Capital
Platforms & CustodyBrice Szedressy
IT Infrastructure Manager · Rhone Trust
Service FirmsBrittany Marsland
Internal Controller · ThinkPlumb
Platforms & CustodyCA Bhushan Rathi
Deputy Manager · Anand Rathi Group
Platforms & CustodyCA Rinkle Arora
Manager · Private Multi Family Office
AdvisorsCA Somnath PK
Manager · Equirus Family Office
Platforms & CustodyCA Tarnpreet Kaur
Team Lead of Finance Risk Compliance and Reporting · August One
Platforms & CustodyCA Teena Kushwaha
Senior Financial Accountant · Private Multi Family Office
Platforms & CustodyCa.manish Anand
Finance Controller of Corporate and Family Office · Span India Private Limited
Platforms & CustodyCCI - Udeshi UDESHI
Dgm Accounts & Taxation · Cable Corporation of India
Platforms & CustodyChintan Shah
JM Financial
Platforms & CustodyCa. Cherisha Juthani
Head Operations Family Office · Veepee Group of Companies
TechnologyCade DeNazario Akers
Product Manager, Financial Planning · Orion Portfolio Solutions
AdvisorsCameron Moser
Financial Advisor, AAMS, AIF · Maestro
Platforms & CustodyCamilla Junqueira
Latin America Community Lead · The ImPact
Service FirmsCamilla Taasti
Platform Lead · Hemonto
Asset ManagersCarter Frank
Co-Head, PEG Hospitality Group · PEG Companies
AdvisorsCatarina Roque
Marketing Manager · Alumia
Service FirmsChaka Lockhart
Principal · Baker Tilly
Platforms & CustodyChandrakant Jha
Private · Private Family Office
Platforms & CustodyCharles Kaye
Chairman · Warburg Pincus LLC
Asset ManagersCharlotte Davies
General Counsel · Evelyn Partners
Platforms & CustodyChetan Mehra
Vice Chairman · Karma Energy Ltd
Platforms & CustodyChintan Davey
Principal · 360 ONE
TechnologyChitra Baskar
Chairperson · Private Client Resources