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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
Head of Cloud Operations · FundGuard
AdvisorsPartner, Tax Services · Mercer Advisors
TechnologyVP Sales North America · Jacobi
Asset ManagersPartner Iberica · Impact Partners
Platforms & CustodyCo-CEO - Copper · Copper.co
Asset ManagersHead of Portfolio Analytics, Portfolio Manager · Silvercrest
TechnologyChief Strategic Engagement Officer · Circle
TechnologyChief Operating Officer · Cyndx
Platforms & CustodyChief Product Officer · Nexo
TechnologyChief People Officer · AppFolio
Asset ManagersDirector, Investments · Overlay Capital
Asset ManagersPrincipal · KKR
Platforms & CustodyRegional Director of Princeton · Glenmede
BanksHead of Private Bank Family Office Solutions · Bank of America Private Bank
AdvisorsDirector, Senior Portfolio Strategist · Westfuller
TechnologyProduct Lead · Trustworthy
Platforms & CustodyManaging Director · Fiduciary Trust International
TechnologyFounding Software Engineer · Sandbox Wealth
Platforms & CustodyDirector of People · River Financial
BanksDeputy CEO - Head of HR, Organization & Legal · Intesa Sanpaolo Wealth Management Suisse
Service FirmsImpact & ESG Specialist · Hemonto
Platforms & CustodyPresident and Chief Operating Officer · Coinbase
AdvisorsDirector of Tax · The Mather Group, LLC
AdvisorsHead of Wealth Management · Ellevest
Service FirmsPartner · Ogier
Service FirmsSenior People Operations Manager · TEAM Risk Management Strategies
TechnologyChief Technology Officer / Chief Product Officer · Cobalt
Platforms & CustodySVP, National Director of UHNW Services · Bernstein
Asset ManagersAssociate Wealth Advisor · Stratos Private Wealth
Service FirmsHead of Client Engagement · STP Investment Services
BanksChief Executive Director · Coutts & Co. Private Bank
BanksHead of Private Clients, ANZ Private · ANZ Bank
Service FirmsProject Lead · UMBRA International Group
TechnologyDirector of Options · Wealthsimple
BanksManaging Director, Financial Planning · NatWest Group
Service FirmsManaging Director · DAPM
Service FirmsPresident · STP Investment Services
AdvisorsConsultant · Entrust Family Office
AdvisorsAssociate Partner · Matters Graph (previously GRAPH Strategy USA)
TechnologyCTO & Co-Founder · Omega Point
AdvisorsFounder and Co-Chairman · Cresset
TechnologyChairman and CEO, Ondas Inc. · Ondas Networks
TechnologyCFO/COO · Addepar
Asset ManagersCEO · Crossroads
TechnologyCEO, Co-Founder · Entrilia
BanksChief Investment Officer, Wealth Management · Northern Trust Family Office Technology
Platforms & CustodyChief Financial Officer · Pitcairn
TechnologyCIO, SS&C ALPS Advisors (partner testimonial) · TIFIN Give