About Way2B1
We founded Way2B1 in 2015 to serve the Individual and Family Services industry. We provide a Digital Chief of Staff platform for families, family offices, and wealth managers.
Our platform gives users an integrated way to access people, services, and information, improving communication and operations while maintaining security and privacy. It includes secure cloud storage with version control, mobile access, approval workflows, automated task scheduling, and audit trails for all decisions.
Our solutions help wealth managers organize portfolios and streamline decisions; fleet managers coordinate maintenance and trips for assets like yachts and airplanes; law firms manage legal workflows and e-signatures; and family offices track assets and handle approvals.
The platform uses LIFEAI® for AI assistance in decision-making, offering AI assistants, improved search, and content tools. It also includes COLLABORATIVE IMPACT®, a tool for managing impact initiatives, investments, and philanthropic decisions, which helps with cross-organization and external collaboration.
Our platform integrates with tools like QuickBooks and Google Drive. We adhere to bank-level security and achieved SOC 2 certification on August 5, 2019. We have processed over $1 billion in decisions, and our clients report cutting response times from days to hours. Teams save an average of 3.1 hours per decision.
Mission & Values
Our mission is to give teams the tools they need to make confident decisions, deliver faster service, and ensure every detail is covered.
We value enjoying the work, investing in our team, mentorship, and craftsmanship in our areas of expertise. We encourage employees to support their teammates and always prioritize customer assistance.
Team & Culture
We are a team of 11-50 employees. Our culture emphasizes enjoying the work, investing in our team, mentorship, and craftsmanship. We encourage our team to help colleagues and always think about how to assist customers.
Our leadership team includes Wayne Osborne (CEO & Co-Founder), Michael Sewell (Chief Technology Officer & Chief Operating Officer), Brett Abrams (Chief of Staff), Rosann Ashe (Head of People Operations), Casey Ketterling (Co-Founder & Client Projects), Andrew King (Head of Client Success), Bruce Yang (Head of Product), and Mitchell Rodrigues (VP of Engineering).
Frequently Asked Questions
Way2B1 offers a Digital Chief of Staff platform. This platform provides features such as secure document and data management, mobile access, compliant approval workflows, automated task scheduling, and centralized decision tracking. It also incorporates LIFEAI® for AI assistance and COLLABORATIVE IMPACT® for managing impact initiatives and investments.
Way2B1’s culture values enjoyment in the journey, team investment, mentorship, and craftsmanship. The company encourages teammates to help each other and prioritizes customer assistance.
Way2B1’s leadership team includes a CEO & Co-Founder, CTO & COO, Chief of Staff, Head of People Operations, Co-Founder & Client Projects, Head of Client Success, Head of Product, and VP of Engineering.
Way2B1 helps wealth management firms, fleet managers, law firms, and family offices by transforming complex decisions into streamlined workflows. The platform helps clients manage approvals, signatures, and asset tracking, while simplifying collaboration and ensuring decisions are documented with bank-level security.
The provided information does not explicitly list any employee benefits or perks.
Way2B1 was founded in 2015.
Way2B1 is active in the Family Office, Maintenance, Travel, and Operations markets.
Way2B1 has 11-50 employees.
Way2B1 hires globally with a remote-first approach, allowing employees to work from anywhere.
Way2B1 is not actively hiring at the moment. Check back later for new opportunities.
Yes, Way2B1 is a remote-first company.
Way2B1's website is way2b1.com .
You can find Way2B1 on LinkedIn .
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