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Overview
Way2B1 provides an integrated platform for high-net-worth families and family offices to centralize access to people, services, and knowledge. It streamlines family-office operations, coordinates professional service teams, and improves secure communication with privacy at the core. The product is a subscription service that enables centralized workflows and secure collaboration across the family-office ecosystem. Its goal is to boost efficiency, governance, and security so families can focus on wealth preservation and trusted relationships, differentiating by targeting the family-office segment with enterprise-grade tech and hands-on expertise.
About Way2B1
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$6.5M
Headquarters
San Francisco, California
Founded
2015
Simplify's Take
What believers are saying
- Family office consolidation accelerates platform adoption for multi-generational wealth in 2025-2026.
- Generational transfers drive demand for governance tools ensuring leadership continuity.
- Cross-border operations expand need for compliance and multi-currency features.
What critics are saying
- Trusted Family erodes European share with superior governance in 6-12 months.
- Trustworthy captures users via broader finance and property coverage in 12-18 months.
- Nines displaces Fixit module in household management within 12-24 months.
What makes Way2B1 unique
- Way2B1 integrates Source database, Greenlight approvals, and Fixit tasks for family offices.
- SOC 2 compliant platform ensures bank-level security with end-to-end encryption.
- Manages rare collectibles, real estate, and private equity beyond traditional assets.
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Funding
Total Funding
$6.5M
Below
Industry Average
Funded Over
2 Rounds
Industry standards
Growth & Insights
6 month growth
↑ 0%1 year growth
↑ 3%2 year growth
↓ -9%There are no jobs for Way2B1 right now.
Find jobs on Simplify and start your career today
About Way2B1
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
11-50
Company Stage
Series A
Total Funding
$6.5M
Headquarters
San Francisco, California
Founded
2015
There are no jobs for Way2B1 right now.
Find jobs on Simplify and start your career today