Curated Wealth Partners
Deeper Understanding. Better Outcomes.
8 employees · est. 2018 · El Segundo, United States
Way2B1 is the older company (2018 vs 2015); Way2B1 is the larger of the two.
Side-by-Side Comparison
| Metric | Curated Wealth Partners | Way2B1 |
|---|---|---|
| Founded | ||
| Founded | 2018 | 2015 older |
| Headquarters | ||
| Headquarters | El Segundo, United States | San Francisco, United States |
| Employees | ||
| Employees | 8 | 27 larger |
| Industry | ||
| Industry | Finance, Financial Services | IT, Travel and Tourism |
| Funding Stage | ||
| Funding Stage | Series Unknown | Series A |
| Total Funding | ||
| Total Funding | $1.75M | $6.50M |
| Funding Rounds | ||
| Funding Rounds | 1 | 2 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Multi-family Office, Financial Advisory, Investment Management, Financial Planning, Estate Planning, Debt Management, Family Office Services, Integrated Financial Advice, Personalized Financial Services, Sophisticated Financial Professionals, Generational Wealth, Client Partnership, Seamless Financial Experience, Trusted Advisors | Family Office, Platform, Integrated Access, Communication, Privacy, Technology, Operations, San Francisco, Data Analyst, Engineering, Talent Recruitment, Information Management, Startup |
| Website | ||
| Website | curatedwealthpartners.com | way2b1.com |
About Curated Wealth Partners
Curated Wealth Partners is a multi-family office founded in 2018 and based in the United States. The company's slogan, "Deeper Understanding. Better Outcomes.", reflects its commitment to delivering differentiated financial advice and well-being to a select group of families. Backed by some of the m...
About Way2B1
Way2B1 is a United States-based startup that aims to simplify complex family lives. The platform addresses common challenges faced by families and family offices by providing integrated access to people, services, and knowledge. Founded in 2015, Way2B1 is focused on generating efficiencies, eliminat...
We will tell you when either one moves
BounceWatch watches Curated Wealth Partners and Way2B1 for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Curated Wealth Partner... and Way2B1 — by email.
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Compiled from the BounceWatch company index. We last looked at Curated Wealth Partners on 13 Sep 2024, and Way2B1 on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.