# Way2B1: Individual & family services, San Francisco, United States

> Way2B1: Way2B1 is a technology firm based in the San Francisco Bay Area, founded in 2015. Based in San Francisco, United States. Founded 2015.

Source: https://millionrounds.com/startup/way2b1 (Millionrounds; every figure on the page links to its filing or article)

United States · [Individual & family services startup](https://millionrounds.com/companies)

# Way2B1

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

Email

Funding reported Last round: Series A

Individual & family services San Francisco, United States

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Company summary

- **Founded:** 2015 11 years old
- **Team:** 28 11 to 50 people
- **Funding reported:** $6.5M in dollars
- **Last round:** Series A Mar 2017

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Way2B1 has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 **$6.5M** in dollars

Rounds **2**

Last round **Series A**

Last round size **$5.5M**

Last round date **Mar 2017**

Investors listed **1**

## Founders and team

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

**Wayne Osborne** CEO & Co-Founder

**Casey Ketterling** Co-Founder & Client Projects

- **Brett Abrams** Chief of Staff
- **Michael Sewell** Chief Technology Officer & Chief Operating Officer
- **Andrew King** Head of Client Success
- **Bruce Yang** Head of Product
- **Mitchell Rodrigues** VP of Engineering
- **Rosann Ashe** Head of People Operations

## On a portfolio page

Investors who name them

- [Thirdstream Partners](https://millionrounds.com/fund/thirdstream-partners)

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 tracking families secure data handling compliance and approval workflows performance reporting document version control mobile access asset tracking integrated platform integrations with quickbooks and drive client data privacy information technology & services financial services mobile app finance smart alerts

Built with from their website

Docker Atlassian Google Workspace CloudFlare Viewport Meta Tiptap Google Play PostgreSQL webpack AWS Analytics

+8 more

OpenAI AWS Lambda Apple Business Manager AI Google Meet Sizmek CloudFlare CDN Twilio SendGrid Email Marketing Campaigns

- **Sector:** Individual & family services
- **Industry code:** NAICS 54161, SIC 7389
- **Region:** California
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/way2b1)

## Individual & family services in United States

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