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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.
3,969 people
Customer Success · Asseta
TechnologyGeneral Manager, UK Enterprise · Clio
TechnologyHead of Applications Engineering · Omega Point
Service FirmsDivision President, North America Middle Market · Chubb
TechnologyChief AI Officer · Sharegain
Platforms & CustodyChief Commercial Officer · Xpansiv
Platforms & CustodyChief Commercial Officer · Copper.co
Asset ManagersHead of Complex Feature Engines · Two Sigma
Platforms & CustodyGlobal Head of Business Development and Client Relationship Management · Innocap
Platforms & CustodyBoard Observer · Raay Global Investments
Platforms & CustodySenior Wealth Advisor · Bessemer Trust
TechnologySenior Product Manager · Asseta
TechnologyCEO & Founder · Landytech
BanksManaging Director · Brown Brothers Harriman
TechnologyCOO · SRL Global
TechnologySales-Mitarbeiter · Finaplus | Wealth-as-a-Service
Asset ManagersChief Financial Officer · Dimensional Fund Advisors
TechnologySenior Business Analyst · FundCount
Platforms & CustodyChief Executive Officer and Managing Director · Perpetual
TechnologyDeveloper Manager · Advisor Engine: Digital Wealth Management Technology
TechnologyChief Technical Officer · Trusted Family
Service FirmsPartner, Luxembourg Legal · Ogier
Platforms & CustodyRegional Director (Cleveland / Pittsburgh) · Glenmede
BanksHead of Art Advisory, Citi Private Bank · Citi
BanksChief Financial Officer · Coutts & Co. Private Bank
TechnologyChief Marketing Officer · Orion
TechnologyHead of Marketing · Bitcashier
AdvisorsManager - Shared CFO services · Entrust Family Office
AdvisorsAssociate Vice President - Client Services · Entrust Family Office
Platforms & CustodyManaging Director · Equirus
Platforms & CustodyFounder & Head of Investment Advisory · Kongruent Wealth Management Services LLP
BanksBusiness Lead · Kotak Private
BanksAssociate Vice President - Investment Product Specialist · Kotak Private
Asset ManagersSr. VP - Family Office & Institutional Business · ASK Investment Managers
Asset ManagersDirector · Abakkus Asset Manager
Platforms & CustodySr. President - Business Development & Family Office · Lokmat Media Pvt. Ltd
Asset ManagersPartner & Global Head, Healthcare · LeapFrog Investments
AdvisorsDirector · Endeavour Family Office
AdvisorsAdvisory Board Chairman · Matters Graph (previously GRAPH Strategy USA)
Platforms & CustodySales Associate · Opus
Service FirmsDirector · Red5
Service FirmsManaging Director · Ogier
Asset ManagersChairman and CEO · General Atlantic
Service FirmsFounder · Aspire HR Consulting LLC
Platforms & CustodyGeneral Counsel · River Financial
TechnologyHead of ESG · Dasseti
TechnologySenior Director of Fund Administration · Juniper Square
Platforms & CustodyPromoter Director · Sunidhi Securities & Finance Limited