# 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.

- **Founded:** 2015
- **Headquarters:** San Francisco, California, United States
- **Founders:** Wayne Osborne (CEO & Co-Founder), Casey Ketterling (Co-Founder (Client Projects); former CTO)
- **Team size:** 27 employees (approx. 11-50 range)
- **Products:** Way2B1 Platform, Decision & Approval Workflows, AI Assistant, Mobile Apps (iOS & Android)
- **Notable:** Raised $5.5M Series A in 2017 (total funding ~$6.5M), Reports $1B+ in decisions processed through the platform, Net Promoter Score of 87

## Products & services

- **Way2B1 Platform** — A secure, cloud-based collaboration platform serving as a 'digital chief of staff' for family offices - centralizing secure messaging, file sharing, digital vaults for assets and domains, document version control, and service-team workflows in one hub.
- **Decision & Approval Workflows** — Tools for managing multi-party approvals, signatures, asset tracking, and decision history logs, ensuring every decision is documented with audit trails and smart alerts.
- **AI Assistant** — An integrated AI assistant that automates routine tasks and supports decision-making across the platform, aligned with 2025 family office AI trends.
- **Mobile Apps (iOS & Android)** — Native mobile apps giving families and advisors secure, on-the-go access to communications, documents, and approvals.

## Achievements

- Raised $5.5M Series A in 2017 (total funding ~$6.5M)
- Reports $1B+ in decisions processed through the platform
- Net Promoter Score of 87
- Cited in Forbes and Future Family Office 2025 family office software roundups
- Built founding technical expertise from Palantir alumni

## Latest updates

- **2025-11** — Featured in Forbes' 2025 Family Office Software Roundup as part of the maturing family-office tech landscape.
- **2025-01** — Rolled out an integrated AI assistant to automate routine tasks and support decision-making, aligning with 2025 family office AI adoption trends.
- **2023-11** — Launched native iOS app on the App Store, expanding mobile access alongside its Android app.

## Links

- Website: https://way2b1.com
- LinkedIn: http://www.linkedin.com/company/way2b1
- Twitter/X: https://twitter.com/Way2B1
- Facebook: https://www.facebook.com/way2b1/

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Profile page: https://yespress.io/way2b1
Published by YesPress — https://yespress.io
Last updated: 2026-07-10