United States · Individual & family services startup

Way2B1

Way2B1 is a technology firm based in the San Francisco Bay Area, founded in 2015.

Funding reportedLast round: Series A

Individual & family servicesSan Francisco, United States

About Way2B1

Way2B1 is a technology firm based in the San Francisco Bay Area, founded in 2015.

The company specializes in a digital platform designed for high-net-worth families, family offices, and their professional service teams. Its mission is to simplify the complexities of life management by offering a "Family Operating System" that centralizes access to people, services, and knowledge. The Way2B1 platform is a secure, cloud-based solution that provides a centralized access point for family operations. Key features include decision-making workflows, expenditure and investment management, life logistics management, and a secure data hub. The platform is available through subscription plans, with pricing starting at $499.99 per month for five users. Way2B1 also offers a mobile application to enhance accessibility and streamline workflows. Way2B1 targets high-net-worth individuals and families, family offices, and wealth management firms, addressing their unique challenges in communication, security, and operational efficiency. The company combines practical knowledge of family office management with advanced technology to deliver a tailored experience for its clients.

What company datasets say Way2B1 raised

Funding, as reported

Reported in all$6.5Min dollars
Rounds2
Last roundSeries A
Last round size$5.5M
Last round dateMar 2017
Investors listed1

Founders and team

From Way2B1's own website: 2 founders, 6 on the team.

Wayne OsborneCEO & Co-Founder
Casey KetterlingCo-Founder & Client Projects
  • Brett AbramsChief of Staff
  • Michael SewellChief Technology Officer & Chief Operating Officer
  • Andrew KingHead of Client Success
  • Bruce YangHead of Product
  • Mitchell RodriguesVP of Engineering
  • Rosann AsheHead of People Operations

On a portfolio page

Investors who name them

Each firm lists Way2B1 on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

client approval trackingfamiliessecure data handlingcompliance and approval workflowsperformance reportingdocument version controlmobile accessasset trackingintegrated platformintegrations with quickbooks and driveclient data privacyinformation technology & servicesfinancial servicesmobile appfinancesmart alerts

Built with from their website

DockerAtlassianGoogle WorkspaceCloudFlareViewport MetaTiptapGoogle PlayPostgreSQLwebpackAWS Analytics

+8 more

OpenAIAWS LambdaApple Business ManagerAIGoogle MeetSizmekCloudFlare CDNTwilio SendGrid Email Marketing Campaigns

Sector
Individual & family services
Industry code
NAICS 54161, SIC 7389
Region
California
Full record
Every detail in the company directory

Individual & family services in United States

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