Way2B1

Integrated platform for family office management

San Francisco, California, United States

About Way2B1

Way2B1 provides a platform that helps families and family offices manage their unique needs. This platform acts as a central hub where users can access various people, services, and information, which improves how they operate and communicate while keeping their data secure and private. Targeting high-net-worth families, Way2B1 operates in the wealth management sector and offers a subscription service that simplifies the operations of family offices and their professional service teams. Unlike its competitors, Way2B1 combines its knowledge of successful family office management with advanced technology to create a tailored experience. The company's goal is to enhance operational efficiency and communication for families while ensuring their privacy and security.

San Francisco, CaliforniaHeadquarters
2015Year Founded
$6.3MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Risks

Emerging fintech platforms increase competition, threatening Way2B1's market share.
Data privacy concerns could impact client trust in Way2B1's platform.
Economic downturns may reduce high-net-worth individuals' investment in subscription services.

Differentiation

Way2B1 offers a centralized platform for family offices, enhancing communication and efficiency.
The platform ensures security and privacy for high-net-worth families' sensitive information.
Way2B1's subscription model streamlines operations for family offices and professional service teams.

Upsides

Growing demand for digital transformation boosts Way2B1's market potential.
Increased interest in cybersecurity aligns with Way2B1's privacy-focused platform.
Virtual family office models expand Way2B1's flexible and scalable solutions.

Funding

Total raised$6.32 M
Latest valuation$27.50 M
StageSERIES_A
SERIES A
2/28/2017
$6
$27.50 M
SEED
8/31/2015
$1
$5.00 M