Loading people…
Loading people…
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
Co-founder and CEO · Ethic
TechnologyVice President, Capital Markets · Tier1 Financial Solutions
AdvisorsChartered Forensic Psychologist · Defuse
Platforms & CustodyChairperson ; Board of Directors ; ( Former Vice Chairman ; CEO ; COO ; Consultant ) · Dr. Mehta's Hospitals
TechnologyChief Product Officer · First Rate
Asset ManagersWealth Manager · Family Office
TechnologyLead Architect · SRL Global
Platforms & CustodyChief Human Resources Officer (CHRO), Member of Executive Board · SIX
Platforms & CustodyFounder · Sapientia Family Office Solutions
AdvisorsSenior Partner · Alpha Capital
TechnologyCEO & CMO · Ownly
AdvisorsCEO & Chief Investment Officer · Ellevest
Platforms & CustodySenior Investment Associate · ProGen Capital
AdvisorsPresident & CEO · Ballentine Partners
Asset ManagersFounding Partner · Weatherford Capital
AdvisorsDirector, Senior Relationship Manager · SEI Private Wealth Management
TechnologyCOO & Co-Founder · Global Relay
Platforms & CustodyCo-Founder · Onza Wealth
Asset ManagersJr. Managing Director · KCK Group - Financial Services Investments
AdvisorsClient Experience Director · Cerity Partners
TechnologyCo-Founder & CTO · Mantle
TechnologyHead of Operations · Arch Investments
BanksSouth Region Managing Director, Family Office Solutions · Northern Trust Family Office Technology
Asset ManagersHead of Wealth Management and Executive Vice President · Rockefeller Capital Management
TechnologyDirector · EstateSpace
Platforms & CustodyPresident · RFG Advisory
TechnologySoftware Engineer · Omega Point
TechnologyProduct Manager · Omega Point
BanksFounder · UBP Private Bank
TechnologyCEO · Trusted Family
BanksCEO, Latin America & GFG Private Bank New York · JP Morgan Private Bank
Platforms & CustodyChief Financial Officer · Innocap
Service FirmsPartner · Lowenstein Sandler
AdvisorsPresident and CEO · Empower Retirement
Platforms & CustodyHead of Client Services - South · Nuvama Private
TechnologyBoard Member · Trusted Family
TechnologyBoard Member · Trusted Family
Platforms & CustodyBoard Member / Cohort Participant (President, 11 1/2 Holdings LLC) · Impact Frontiers
TechnologyCo-Founder and CEO · Stockopedia
Asset ManagersGroup Head of Strategy and Investor Engagement · Schroders
Service FirmsGlobal Managing Partner · Ogier
Asset ManagersChief Asset Management Officer · Evelyn Partners
Service FirmsExecutive Partner, Jacksonville · Holland & Knight
AdvisorsFounder and CEO · Presage Global
Service FirmsChief Operating Officer · True North Networks
TechnologyData Engineer · Point
TechnologyCEO and Co-Founder · Riskified
TechnologyChairperson of the Board of Directors · Broadridge