Ultra High Net Worth

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y combinator36 b2b saas14 ai agents14 chief marketing officer13 saas12 y-combinator12 cmo12 fintech11 brand marketing10 san francisco startup8 ecommerce8 san francisco7 ai6 yc w266 startup5 proptech5 ai-agents5 developer tools5 workflow automation5 compliance5 d2c5 retail marketing5 fashion marketing5 marketing executive5 dtc5 startup founder4 yc w254 b2b4 customer experience4 developer-tools4 api4 yc p264 yc w224 yc-w224 ccaas4 cx4 brand strategy4 conversational ai3 yc s223 marketplace3 ceo3 agentic-ai3 nigeria3 lagos3 yc x253 yc w233 open-source3 no-code3 logistics3 generative ai3 africa3 e-commerce3 payroll3 automation3 voice-ai3 cross-border payments3 contact-center3 silicon valley3 retail3 footwear3 marketing3 new york3 consumer brands3 growth marketing3 small business software2 tagvenue2 event tech2 co-founder2 london2 legal-tech2 yc-w262 a16z2 stockholm2 creator monetization2 yc s212 seoul2 cloud security2 hospitality2 robotics2 invoicing2 inventory management2 payments2 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wealth management4 family office3 family office software3 fintech3 ceo2 workflow automation2 atlasfive2 wealthtech2 private equity2 north carolina2 wayne osborne1 way2b11 co-founder1 high net worth1

Tagged: ultra-high-net-worth

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Legend

Founder · Executive · Operator

Wayne Osborne

Wayne Osborne is the co-founder and CEO of Way2B1, a San Francisco-based software company building an integrated operating platform for families and family offices. He spent roughly 25 years working inside the family office world, including running the office of a high-net-worth family in the San Francisco Bay Area, before turning those firsthand frustrations into a product. Way2B1 unifies people, services, documents, and approval workflows behind bank-level security so family offices can make faster, more confident decisions. Osborne, who holds a Master of Divinity from Princeton Theological Seminary, also serves on the board of the San Francisco Child Abuse Prevention Center.

wayne osborne · way2b1Read →

Company

Saas · Fintech · Enterprise

Way2B1

Way2B1 is a San Francisco-based SaaS company that builds a secure, cloud-based collaboration platform for family offices, wealth managers, and the ultra-high-net-worth families they serve. Positioned as a 'digital chief of staff,' the platform centralizes secure messaging, document management, asset tracking, approvals, signatures, and decision history into one command center, with an integrated AI assistant to automate routine tasks. Founded in 2015 by family-office veteran Wayne Osborne and former Palantir engineer Casey Ketterling, the company raised a $5.5M Series A in 2017 and helps offices coordinate complex lives with greater clarity, security, and auditability.

family office software · wealth managementRead →

Company

Fintech · Saas · Ai

Eton Solutions

Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.

family office software · wealth managementRead →

Legend

Founder · Executive · Operator

Robert Mallernee

Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.

eton solutions · atlasfiveRead →