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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 and their family offices, Way2B1 operates within the wealth management sector. Its business model is based on a subscription service that simplifies the operations of family offices and their professional service teams. Revenue is primarily generated through these subscription fees, with the potential for additional services. The company utilizes its knowledge in establishing effective family offices and advanced technology to provide its solutions.
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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