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Way2B1 offers a platform tailored for families and family offices, focusing on the specific challenges they encounter. This platform serves as a centralized hub where users can access people, services, and information, which helps improve communication and operational efficiency while maintaining security and privacy. Targeting high-net-worth families, Way2B1 operates within the wealth management sector and utilizes a subscription-based model to streamline the operations of family offices and their professional service teams. The company distinguishes itself from competitors by combining its deep understanding of family office dynamics with advanced technology to provide effective solutions. The primary goal of Way2B1 is to enhance the management and coordination of family resources, ensuring that families can operate smoothly and securely.
Company Stage
Series A
Employees
11-50
Industries
Fintech, Financial Services
Total Funding
$6.3M
Headquarters
San Francisco, California
Founded
2015
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