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Way2B1

Way2B1

Private
San Francisco, CaliforniaFinTechhttps://www.way2b1.com/

Last Round

Seed

Sep 2, 2015

Total Funding Raised

$700,000

Company Overview

Way2B1 is a fintech company that provides a collaborative platform designed to streamline life management, operations, and communication for family offices and wealth management firms.

Sector

FinTech

Verticals

Wealth Management, Workflow Automation, Document Management, Compliance & Risk, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

family office softwarewealth management platformUHNW family officeworkflow automationdocument managementfamily office techSaaS platformoperational efficiencywealth techcollaborative platformdata integritycompliance managementvertical SaaStechnology consultingAI-powered automation

Historical Pricing

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Caplight Momentum Score

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Way2B1 Comparables

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Way2B1 comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
iPaladin
88%
Summitas
87%
Trusted Family
83%

Way2B1 Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedSep 2, 2015

Key People

Founding team and executive leadership

Wayne Osborne

CEO

Executive Team

Michael Sewell

Chief Technology Officer & Chief Operating Officer

Executive Team

Way2B1 Investors

Notable investors and investment history

Way2B1 investors
InvestorRounds
ThirdStream PartnersSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 11, 2024

    Monthly visitors grew 40% MoM.

  • Oct 30, 2024

    Monthly visitors grew 95% MoM, reaching 1K.

Way2B1 Filings

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Way2B1 filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Way2B1's valuation, stock price, and market status.

Is Way2B1 a public or private company?

Way2B1 is a private company.

What is the current stock price of Way2B1?

Way2B1 is a private company with no public stock price. No recent secondary market data is available.

How much is Way2B1 worth (valuation)?

Valuation information for Way2B1 is not publicly available.

Can I buy Way2B1 stock?

Way2B1 shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Way2B1's last funding round?

Way2B1's most recent funding round was Seed on September 2, 2015.

Who are the main investors in Way2B1?

Key investors in Way2B1 include ThirdStream Partners.

Will Way2B1 IPO soon?

No public IPO plans have been announced for Way2B1.

How can I track Way2B1 secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Way2B1's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range20
Year Founded2015
Last FundingSep 2, 2015

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