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.
3,969 people
Advisors
Bina Mehta
Chair, KPMG UK · KPMG
Platforms & CustodyBina Shetty
Head of Originations · Percent
Asset ManagersBindesh Savjani
Group Chief Risk and Compliance Officer · Evelyn Partners
Service FirmsBiplab Biswas
General Manager, Residential Transactions, India · Colliers
TechnologyBiplov D.
Founding Engineer · Asseta
BanksBjörn Jansson
CEO, Carnegie · Carnegie
Platforms & CustodyBjørn Sibbern
CEO · Telekurs (SIX Financial Information)
TechnologyBlair McKay
Chief Product Officer · intelliflo
Service FirmsBlair Robbins
Audit Partner · EisnerAmper
TechnologyBlair Wiley
Chief Legal Officer · Wealthsimple
AdvisorsBlair duQuesnay
Investment Advisor · Ritholtz Wealth
AdvisorsBob Case
Chief Client Family Services Officer · Market Street Trust Company
TechnologyBob Leaper
Chief Sales Officer · Smartleaf Asset Management
Asset ManagersBob O'Leary
Investment Professional · Oaktree Capital
TechnologyBob Pisani
Chief Technology Officer · Addepar
TechnologyBobby Console-Verma
CEO and Co-Founder · 1fs Wealth
Platforms & CustodyBobby White
Founder / Executive Chairman · RFG Advisory
Asset ManagersBogomil Balkansky
Partner · Sequoia Capital
TechnologyBorja Chapa
Business Development Director · TechRules
Service FirmsBrad Adderley
Managing Partner, Bermuda · Appleby
TechnologyBrad Atwood
Head of Accounting · AgilLink
AdvisorsBrad Kuntz
Partner · Stax
Platforms & CustodyBrad McMillan
Managing Principal, Chief Economist · Commonwealth Financial Network
Platforms & CustodyBrad Walker
President · CAIS
Asset ManagersBraden Snyder
General Partner · Updata Partners
AdvisorsBradley Genser
Co-Founder and CTO · Farther
TechnologyBrandon Bible
Chief Growth Officer · RealPage
TechnologyBrandon Harris
Chief Marketing Officer · InvestCloud CRM
BanksBree Sterne
Managing Director, Head of Investment and Portfolio Strategy · Brown Brothers Harriman
Asset ManagersBrendan Loftus
Director, Portfolio Solutions · WisdomTree
AdvisorsBrendan Mitchell
Vice President; Chief Fiduciary Officer · Market Street Trust Company
Service FirmsBrent Berselli
Partner · Holland & Knight
Service FirmsBrent Gee
Associate Vice President, Strategic Programs · Vizient
TechnologyBrett Abrams
Chief of Staff · Way2B1
TechnologyBrett Huneycutt
Chief Product Officer · Wealthsimple
Asset ManagersBrett Rochkind
Managing Partner · SoftBank Investment Advisers
BanksBrett Sanchez
Managing Director and Head of Private Credit, BMO Wealth Management · BMO Bank
Platforms & CustodyBrett Tejpaul
Co-CEO of Coinbase Institutional · Coinbase
Asset ManagersBrett Wayman
Managing Partner and Chief Operating Officer · Overlay Capital
Platforms & CustodyBrian Becker
Managing Partner & CEO · RSM US LLP
Service FirmsBrian C. Adams
Partner · Mack International LLC
BanksBrian D. Riley
Global Head of BNY Wealth · BNY Wealth
TechnologyBrian Fernandes
Finance Head · Edra Labs
Asset ManagersBrian Golson
Managing Partner · Parthenon Capital
Asset ManagersBrian Halligan
Podcast Host · Sequoia Capital
AdvisorsBrian Hayes
Business Development, Managing Director · TMG Family Office
TechnologyBrian LaMonica
General Manager & Managing Director, East Coast Commercial · PitchBook
TechnologyBrian Lisi
GTM AI Partner · MobileRider Networks