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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
Partner · NEPC
Platforms & CustodyDirector of Strategic Communications · Toniic
AdvisorsManaging Director in Marketing, Partner · Aspiriant
AdvisorsLazard
Service FirmsClient Director · Crestbridge Family Office Services
Platforms & CustodyFamily Office
AdvisorsDirector of Strategic Growth and Alternative Investments · Westfuller
Service FirmsPartner, Hong Kong · Mourant
AdvisorsPartner, US Family Office Leader · PwC India
Platforms & CustodyInterim CFO · Gemini
AdvisorsCo-founder · Greenlock
Asset ManagersRegional Head Wealth Management · Purnartha PMS
Platforms & CustodyVice President · Anand Rathi Wealth Limited
Asset ManagersAssociate Wealth Advisor · Stratos Private Wealth
TechnologyChief Design Officer · Global Relay
Service FirmsGlobal Head of Audit & Assurance · BDO
Platforms & CustodyChief Executive Officer · Toniic
AdvisorsChief Operating Officer · Presage Global
Platforms & CustodyManaging Director, Global Programs · Toniic
Platforms & CustodyChief Operating Officer · Innocap
AdvisorsInvestment Strategist, SEI Private Wealth Management · SEI Private Wealth Management
TechnologyContributor / Leadership · Advisor 360
Service FirmsPartner · Fordham Group
TechnologyCEO and Co-Founder · Integrated Portfolio Solutions
Asset ManagersManaging Partner · Satori Capital
Asset ManagersManaging Director · Indvest
Platforms & CustodyInvestment team · BEELINE IMPEX PRIVATE LIMITED
Asset ManagersWealth Manager · RRS
Asset ManagersCo-Chief Executive Officer · Dimensional Fund Advisors
Service FirmsChief Strategy Officer · Baker Tilly
TechnologyPresident, Enterprise Solutions · Advyzon
Asset ManagersVice Chairman · General Atlantic
AdvisorsSenior Vice President - Director of Estate Strategy · Bailard
Service FirmsChief Executive Officer · Digitalis
AdvisorsSenior Wealth Advisor · Focus Partners
AdvisorsChief Technology Officer · Titan
TechnologyCo-Founder · First Rate
BanksManaging Director Wealth Management · Jefferies Group LLC Investment Bank
Platforms & CustodyChief Investment Officer (acting), Perpetual Private · Perpetual
Asset ManagersFounder and Chairman · Dimensional Fund Advisors
Asset ManagersPresident · Vista Equity Partners
TechnologyCo-Founder · Stockopedia
Platforms & CustodyHead IT · Telekurs (SIX Financial Information)
TechnologyVP Engineering · Ntropy
Service FirmsManaging Partner, Hong Kong, Shanghai and Shenzhen · Appleby
Asset ManagersHead of Client Solutions · Pantera Capital
TechnologyPartner & Head of Sales · KeeSystem- Family office portfolio management software
Service FirmsPartner · Appleby