About Our Lists

Our database was designed as a tool to raise capital and reach UHNW Family Office Investors. Our clients get invaluable information at their fingertips for over 5,089 decision-makers from 2,809 individual Family Office Firms with AUM of nearly $4 Trillion – all updated daily and available in live-time through our cloud-based platform.

Our goal as we further develop our platform is to engage the Family Offices within our network to better understand their investment objectives. With these valuable details, we can better connect affluent Family Offices with our clients’ well-suited deal flow.

The Term “Family Office” Encompasses Several Groups, Including:

  • Single family office
  • Multi family office (a group of several single family offices)
  • Select family foundations (family controlled)
  • Select family trusts
  • Multi family office where registered investment advisors (wealth managers) manage multi family investments

We include under the “Support” tab, a page providing detailed descriptions of each of the family groups above to help guide you in your research.

When purchasing any list you should never expect that 100% of the list will be up-today or that all the contacts will become your customer. Purchasing a list is an investment and your focus is closing customers to recoup your investment and increase your revenue. Most times you will only need a few customers to make it a successful list.

Our lists are created utilizing various sources and are meticulously maintained by our research team. Our team actively attends many industry conferences and events worldwide to meet with investors and understand what their investment objectives are.

As database management is a continuous process, we actively research, update and refine the database on a daily basis. We utilize APIs to test the telephone numbers and the email address — plus we email the family offices quarterly to better understand their investment objectives.

Our Commitment

Our mission is to create a quality Family Office Platform to help our clients reach a sophisticated audience in an efficient manner. Our core focus is on the accuracy of our data, which is backed by a risk-free guarantee.

Risk-Free Guarantee

We guarantee that the listing is a Family Office and that the contact information is up-to-date and accurate. If you find outdated information or contacts you feel are not family offices, we will attempt to update the information for you. On occasion, if the information cannot be updated, we will provide a full refund per contact.

Our research team makes updates daily. With your purchase, you’ll receive access to the platform and all updates at no additional cost for 12 months.

For the terms of our Guarantee read here.

Who Are Our Clients?

Our investor database attracts many companies looking for premium grade lists of diverse institutional and private investors. Many of our clients use these lists to raise capital in the early to mid-stages. Through more targeted lists, the lengthy fund raising process can be reduced. Our C-level contacts are ideal for service providers who find it hard to reach decision-makers. Our sophisticated client base includes:

  • Fund Managers
  • Private Equity Managers
  • Financial Advisors
  • Private Wealth Managers
  • Third-Party Marketers
  • Broker-Dealers
  • Business Start-ups
  • Public Companies
  • Luxury Service Providers