
United States · Individual & family services startup
Way2B1 is a technology firm based in the San Francisco Bay Area, founded in 2015.
Funding reportedLast round: Series A
Follow Way2B1 and see its new rounds in your feed.Start following
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.
Funding, as reported
From Way2B1's own website: 2 founders, 6 on the team.
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
OpenAIAWS LambdaApple Business ManagerAIGoogle MeetSizmekCloudFlare CDNTwilio SendGrid Email Marketing Campaigns
Add your raise, your deck and your story, and put Way2B1 in front of investors. Or tell us what we have wrong.