Way2B1
San Francisco, US · 1 known investors
Way2B1 is a collaboration and decision-management platform that centralizes documents, approval workflows, asset tracking, and audit trails for organizations serving high-net-worth families. It targets family offices, wealth managers, law firms, and advisors, with features including approval workflows, e-signatures, an AI assistant (LIFEAI), and integrations with tools like QuickBooks and Google Drive.</parameter> <parameter name="founders">[]
Founders & leadership
WO
Wayne OsborneCEO & Co-Founder
CK
Casey KetterlingCo-Founder & Client Projects
MS
Michael SewellChief Technology Officer & Chief Operating Officer
BA
Brett AbramsChief of Staff
Investors · 1
Competitors · 1
by search overlapCompanies competing with Way2B1 for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Way2B1 do?
- Way2B1 is a collaboration and decision-management platform that centralizes documents, approval workflows, asset tracking, and audit trails for organizations serving high-net-worth families. It targets family offices, wealth managers, law firms, and advisors, with features including approval workflows, e-signatures, an AI assistant (LIFEAI), and integrations with tools like QuickBooks and Google Drive.</parameter> <parameter name="founders">[]
- Who founded Way2B1?
- Way2B1 was founded by Wayne Osborne, Casey Ketterling.
- Who are Way2B1's investors?
- Way2B1's investors include Thirdstream Partners.
- Where is Way2B1 headquartered?
- Way2B1 is headquartered in San Francisco, US.