Way2B1
San Francisco, US · 1 known investors
Find your way into Way2B1
12 people in our graph share verified history with the Way2B1 team — schools, employers, funds. One of them is your warm intro.
Michael Sheetsunlockedknows Michael Sewell · together at GREE International, Inc (overlapped)
×8knows the team · via GREE International, Inc
×3knows the team · via Goodreads
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 KetterlinginCo-Founder & Client Projects
MS
Michael SewellinChief Technology Officer & Chief Operating OfficerMichael Sewell has held leadership roles spanning product, engineering, and operations at The RealReal, Amazon/Goodreads, and Kidaptive, including managing teams of 150+ and overseeing P&L responsibility. He is currently Chief Technology Officer and Chief Operating Officer at Way2B1, a collaboration and decision-management platform for wealth management and family office operations.
BA
Brett AbramsChief of Staff
Investors · 1
Competitors · 1
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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.