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The Atlas · People · 4,001 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.
4,001 people
Partner, Financial Consulting · RSM Family Office Dashboard
Platforms & CustodyFounder and Chairman · TIGER 21
TechnologyManaging Director · Eze Castle Integrations (ECI)
BanksLimited Partner and Global Chief Investment Officer · Lombard Odier
BanksLimited Partner and Global Chief Investment Officer · Lombard Odier Family Owned Bank
TechnologySenior Director of Fund Accounting · Juniper Square
Asset ManagersChief Executive Officer, Amber Group · Amber Group
AdvisorsPartner · WE Family Offices
TechnologyChief Operating Officer · Performativ
Service FirmsChief Digital and Information Officer · Baker Tilly
AdvisorsChairman · Capital Generation Partners
BanksHead of BMO Wealth Management U.S. · BMO Bank
Service FirmsTax Managing Director, Privately Held Business · Grant Thornton
Service FirmsHead of Corporate-Jersey · Ogier
AdvisorsManaging Partner, Professional Search · SolomonEdwards
Service FirmsDirector of Family Advisory · Hemonto
Service FirmsConsultant, Banking and Finance Practice (within Transactional Team) · Harneys
Platforms & CustodySVP, Deputy General Counsel and Chief Privacy Officer · Commonwealth Financial Network
AdvisorsCEO & Chief Economist · RWA Wealth Partners
Service FirmsPrincipal, Family Office Services · Kaufman Rossin
TechnologyCo-Founder · Wealthify
Service FirmsCo-Managing Director · Goulston & Storrs
TechnologyManaging Director · Wealthworks+
Service FirmsCFO · Finlight
BanksVice President of Wealth Management Advisory · Credicorp Capital
AdvisorsDirector, Data and Business Intelligence · Stax
Service FirmsDirector, Business Development · Value & Risk Valuation Services
AdvisorsDirector · Wodehouse Capital Advisors
TechnologyManaging Director · WealthSpectrum
BanksGlobal Head Investment Solutions · LGT
Asset ManagersHead of Family Capital, France · KKR
TechnologyVice President of Operations, Pride Investment Partners (customer) · Sage Intacct
TechnologyCo-founder, Chief Technology Officer · Transcend
BanksChief Financial Officer · Amina Group
AdvisorsDirector of Business Development, SEI Private Wealth Management · SEI Private Wealth Management
Platforms & CustodyChairman · Copper.co
TechnologyHead of Infrastructure · SRL Global
BanksPresident & CEO · Truist
Service FirmsPresident and Founding Partner · PARR/3 LLC
Service FirmsPresident and CEO, Century 21 Real Estate LLC · Anywhere Real Estate
TechnologyChief Strategy Officer · Canoe Intelligence
Asset ManagersPartner, Private Equity (Australia) · Bain Capital
Asset ManagersFounder & CEO · Galaxy Digital
TechnologyVP of Product · Cobalt
Asset ManagersHead of AI Core · Two Sigma
AdvisorsExecutive Managing Director, Chief Investment Officer · Cresset
TechnologyCEO · ClearMacro
TechnologyHead of Asset Management and President of Broadridge International · Broadridge