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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
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Simplify's Take
What believers are saying
- Way2B1 shipped NextGen push notifications and richer task editing in April 2026.
- The website updated pricing in July 2026, showing active sales and packaging work.
- App Store version 2.7.0 added Documents on Way2B1 Next, expanding product depth.
What critics are saying
- Way2B1 has little visible momentum; no recent press, funding, or customer wins surfaced.
- Google Play says data can’t be deleted, creating trust and compliance friction.
- Large incumbents like Addepar and Carta can bundle adjacent workflows faster.
What makes Way2B1 unique
- Way2B1 combines decisions, tasks, documents, and approvals for family offices.
- SOC 2 certification and secure cloud storage target privacy-sensitive wealth teams.
- Public pricing starts at $499.99 monthly, signaling a standardized SaaS offering.
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Funding
Total Funding
$6.5M
Below
Industry Average
Funded Over
2 Rounds
Industry standards
Growth & Insights
6 month growth
↑ 3%1 year growth
↑ 3%2 year growth
↓ -3%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