Show Summary — Episode 25
Most family offices don’t have a payments problem—until they do. Payments often move across custodians, emails, spreadsheets, and portals, held together by manual processes. While this can work, it is typically slow, fragmented, and difficult to control. When issues arise, they can quickly become visible.
This session explored how this part of the technology stack is evolving—from manual workflows toward more connected, system-driven approaches.
About the Moderator
Dr. Tania Neild, CTO & Owner, InfoGrate
Dr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families.
Stavtar
Stavtar provides business spend management and expense allocation SaaS solutions designed for CFO teams in complex organizations, including alternative asset managers. Headquartered in New York, the company also operates in Dallas, London, Mumbai, and Bengaluru. Stavtar was founded by professionals with experience in the alternative asset management industry. Its platform, StavPay, is used by over 130 alternative asset management firms, which together oversee more than $3.1 trillion in assets under management.
Represented by Steven Petersen, Co-Founder
Steven Petersen is Co-Founder of Stavtar Solutions, a rapidly growing financial technology company that creates software which improves financial and operational workflows of the most sophisticated asset managers in the world. Managers with over $3.1T of AUM use its flagship product StavPay to manage their business spend and expense allocation process. Prior to focusing full time on Stavtar Solutions, Steve was Hudson Bay Capital’s Chief Financial Officer from 2014 to 2022 where he was responsible for managing the Hudson Bay’s accounting, finance, operations, and financial and tax reporting functions. He implemented and managed the operational infrastructure supporting growth from $2.2B to $16.5B of assets under management during his tenure. Prior to joining Hudson Bay, he spent nine years at TPG-Axon, as its Chief Financial Officer from 2011 to 2014 and as its Global Controller from 2005 until 2011. While at TPGA, a global hedge fund with peak assets of $16 billion, he built out and managed the operational risk infrastructure, global control, fund accounting, corporate accounting, budgeting and payroll, global tax and regulatory reporting processes.
He was also a member of the TPG-Axon Senior Management, Valuation, Treasury and Credit Risk Committees. Prior to joining TPG-Axon, Mr. Petersen served as a Vice President and Global Operational Risk Manager for the Proprietary Positioning Business (PPB) at JP Morgan Chase from 2001 to 2005 and held various other Middle Office positions for PPB from 1997 to 2001. He started his career at Arthur Andersen LLP in 1994. He was also a Member of the CFO Steering Committee of the Managed Funds Association. Mr. Petersen graduated from Hofstra University with a BBA in Accounting. He is married, with four children and lives in Manhasset NY.
Atomic Insights
Atomic Insights provides payment workflow management software for RIAs and family offices through a centralized platform that uses API connectivity with banks and custodians. The system offers cash position visibility, supports compliance checks, and streamlines payment request submissions. It integrates with CRM and portfolio management tools to reduce manual data entry and provide a consolidated view of client and transaction information. The platform also includes automation and reporting features to support payment processing, operational oversight, and day-to-day financial management.
With Richard Zazo, Co-Founder | Lucas Babbitt, Co-Founder & CEO
Richard has over a decade of experience in financial services and technology, with a focus on building operational infrastructure for RIAs, family offices, and institutional wealth managers. He began his career at Goldman Sachs in the Private Wealth Management division and was a founding team member at Jordan Park, where he co-led the implementation and evaluation of systems including Addepar, Salesforce, Orion, PCR, etc and multi-custodial integrations. Richard later co-founded Matter Product Studio, a technology firm that developed custom software for banks, and fintech companies. He is currently a co-founder at Atomic, a platform that automates treasury operations — including payments, capital calls, and cash movement — and integrates with the largest custodians and software tools in the wealth management space.
Lucas helped to co-found Atomic Insights in 2022. Prior to Atomic Insights, Lucas was a member of the founding team at Jordan Park, where he joined as Chief Operating Officer in 2017. He was named a Partner in 2022. Prior to Jordan Park, Lucas was a Vice President with Goldman Sachs from 2013 to 2017. He is a graduate of Stanford Law School and the Stanford School of Engineering and prior to that served in the United States Navy as an F/A-18 pilot. Lucas graduated from the Navy’s Fighter Weapons School, more commonly known as Top Gun, and served on active duty as a Naval Aviator from 2000-2010. He earned a BS from the U.S. Naval Academy in 2000.
