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Company

Way2B1

Rocket Ship RatingBased on the data VC Catalog holds.

Rocket Ship Rating: 78 out of 100

Your all-in-one platform for offering the premium service your clients demand

Also known as Way2B1.com, Inc.

  • Wealth & investing
Status
Operatingas of 2026-09-20
Business model
B2B
Customers
family offices and wealth management firms
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Record updated 28 September 2026

About

Way2B1 was born in the trenches of family office management. We lived the daily challenges of scattered information, complex approvals, and demanding clients. That's why we built the solution we wished we had - a unified platform that brings clarity to chaos.

Funding snapshot

Total raised
$700KSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round
Round, $700K2015-08-21

Funding rounds

Round, 2015
$700K2015-08-21, SEC form D sold, 7 investors

Products

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