Skip to main content
Caplight Logo









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

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Way2B1 Comparables

Compare Way2B1 with similar companies based on industry and business-model similarity.

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

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Way2B1 Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range27
Year Founded2015
Last FundingSep 2, 2015

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?