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
Chief Executive Officer · Affinity
BanksSenior Managing Director and Head of Banking and Lending Originations, BMO Family Office · BMO Bank
TechnologyFounder and CEO · Aleta
TechnologyChief Financial Officer · SAI360
Platforms & CustodyFounder/Co-CEO · Republic
Service FirmsCo-Founder · Veracy Partners
AdvisorsPartner · Pennington Partners & Co.
BanksHead of U.S. Markets, BNY Wealth · BNY Wealth
Service FirmsSalgsdirektør · Hemonto
TechnologyVice President of Client Success · FundCount
Asset ManagersManaging Partner · SoftBank Investment Advisers
TechnologyChief Financial Officer · 9fin
Asset ManagersHead of Investor Relations · Pantera Capital
Platforms & CustodyAnalyst · Desai Ventures
Asset ManagersManager, Portfolio and Accounts · Rukam Capital
Service FirmsRegional Vice President, Coldwell Banker Warburg · Anywhere Real Estate
Asset ManagersGeneral Counsel · Longship Invest
BanksExecutive Vice President of Signature, a division of Esquire Bank · Signature Bank
Platforms & CustodyChief Operations and Technology Officer · TMF Group
Asset ManagersHead of Investment and Fixed Income Strategy · WisdomTree
BanksGlobal Head of Capital Markets · JPMorgan Chase & Co. Investment Bank
TechnologyBack-End Developer · Pretim
AdvisorsManaging Director · Presage Global
Platforms & CustodyChief Operating Officer · Rhone Trust
Service FirmsManaging Partner, Bermuda · Walkers
TechnologyHead of Investor Relations · FactSet
AdvisorsManaging Partner, Head of Wealth Planning · Our Family Office Inc.
TechnologyChief Client Officer · Dynamo Software
TechnologySenior Vice President, Global Solutions · Yardi
TechnologyDirector of Product Management · Juniper Square
Asset ManagersSenior Manager · DSP Mutual Fund
Platforms & CustodyDVP - Capri Global (Family Office) · Capri Global Capital Ltd.
AdvisorsManaging Partner · Capital Generation Partners
AdvisorsCo-Founder · Ekvity
TechnologyDirector of Fund Accounting, European Division · Juniper Square
TechnologyDirector of Product · Entrilia
Platforms & CustodyHead Family Ofice · Octanom Tech
AdvisorsAssociate Vice President · Client Associates
Service FirmsPartner, Dubai · Stephenson Harwood
Service FirmsHead of Content · UMBRA International Group
Asset ManagersManaging Director, Head of Operations · Silvercrest
Platforms & CustodyChief Financial Officer · Apex Group Ltd
Service FirmsPartner, Tax-Exempt Organizations · Loeb & Loeb
AdvisorsHead of Event Strategy & Management · Focus Financial Partners
Service FirmsDirector of Partner Engagement · ThinkPlumb
Asset ManagersHead of Global Wealth · Macquarie
Platforms & CustodyManaging Director · Rhone Trust
AdvisorsSenior Vice President - Investment Advisory · Spark PWM Private Limited