Our commitment to innovation
and excellence
Our commitment to innovation
and excellence
Your all-in-one platform for offering the premium service
your clients demand
Our commitment to innovation
and excellence
Your all-in-one platform for offering the premium service
your clients demand
Our history
Our story is one of innovation, determination, and a relentless pursuit
of excellence
Our story is one of innovation, determination, and a relentless pursuit
of excellence
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.
Today, we help family offices and wealth management firms transform how they serve their most valuable clients. Our mission is simple: give your team the tools to make confident decisions, deliver faster service, and never drop the ball.
Executives
Meet our incredible team
Meet our incredible team
Get ready to meet the faces behind the magic, the dreamers, the doers, and the unstoppable force driving our success.
Executives
Meet our incredible team
Get ready to meet the faces behind the magic, the dreamers, the doers, and the unstoppable force driving our success.
Wayne Osborne
CEO & Co-Founder
Wayne is a widely respected and successful leader within the Family Office industry, bringing 25 years of experience in the domain to Way2B1. He currently serves as CEO to a high net worth family in the San Francisco Bay Area in addition to proudly serving on the board of the San Francisco Child Abuse Prevention Center. Wayne is a graduate of Princeton Theological Seminary, where he received a Master of Divinity Degree.
Wayne Osborne
CEO & Co-Founder
Wayne is a widely respected and successful leader within the Family Office industry, bringing 25 years of experience in the domain to Way2B1. He currently serves as CEO to a high net worth family in the San Francisco Bay Area in addition to proudly serving on the board of the San Francisco Child Abuse Prevention Center. Wayne is a graduate of Princeton Theological Seminary, where he received a Master of Divinity Degree.
Wayne Osborne
CEO & Co-Founder
Wayne is a widely respected and successful leader within the Family Office industry, bringing 25 years of experience in the domain to Way2B1. He currently serves as CEO to a high net worth family in the San Francisco Bay Area in addition to proudly serving on the board of the San Francisco Child Abuse Prevention Center. Wayne is a graduate of Princeton Theological Seminary, where he received a Master of Divinity Degree.
Michael Sewell
Chief Technology Officer & Chief Operating Officer
Michael brings 20+ years of technology and business experience, with his background including several startups to publicly traded companies such as Amazon and The RealReal. He's passionate about using technology as a force multiplier to solve interesting business challenges.
Michael Sewell
Chief Technology Officer & Chief Operating Officer
Michael brings 20+ years of technology and business experience, with his background including several startups to publicly traded companies such as Amazon and The RealReal. He's passionate about using technology as a force multiplier to solve interesting business challenges.
Michael Sewell
Chief Technology Officer & Chief Operating Officer
Michael brings 20+ years of technology and business experience, with his background including several startups to publicly traded companies such as Amazon and The RealReal. He's passionate about using technology as a force multiplier to solve interesting business challenges.
Brett Abrams
Chief of Staff
Brett brings 8+ years of experience working with ultra-high net worth families, foundations and family offices in Private Wealth Management at UBS and before that at Credit Suisse. Since joining Way2B1 in 2016, Brett has worn a number of hats from BD to Product Management to Finance and Board Strategy.
Brett Abrams
Chief of Staff
Brett brings 8+ years of experience working with ultra-high net worth families, foundations and family offices in Private Wealth Management at UBS and before that at Credit Suisse. Since joining Way2B1 in 2016, Brett has worn a number of hats from BD to Product Management to Finance and Board Strategy.
Brett Abrams
Chief of Staff
Brett brings 8+ years of experience working with ultra-high net worth families, foundations and family offices in Private Wealth Management at UBS and before that at Credit Suisse. Since joining Way2B1 in 2016, Brett has worn a number of hats from BD to Product Management to Finance and Board Strategy.
Team
Meet the leadership
Meet the leadership
Rosann Ashe
Head of People Operations
Rosann Ashe
Head of People Operations
Casey Ketterling
Co-Founder & Client Projects
Casey Ketterling
Co-Founder & Client Projects
Andrew King
Head of Client Success
Andrew King
Head of Client Success
Bruce Yang
Head of Product
Bruce Yang
Head of Product
Mitchell Rodrigues
VP of Engineering
Mitchell Rodrigues
VP of Engineering
Open positions
Job openings
Job openings
Open positions
Job openings
2025 Way2B1 ™
2025 Way2B1 ™
2025 Way2B1 ™