About Our Lists

Our database was designed as a tool to raise capital and reach UHNW Family Office Investors. We pride ourselves on being a boutique firm connecting affluent Family Offices with emerging investment opportunities. We bridge the gap between well-suited opportunities and successful partnerships. We do not spam, but rather encourage relationship building. Our clients get invaluable information at their fingertips for over 4,911 decision makers from 2,726 individual Family Office Firms with AUM of nearly $4 Trillion – all updated year round. Version 14 was released June 2019 and we are on target to release a cloud based platform at the end of the summer for customers to access updates in real time.

Request a DemoThe term “Family Office” encompasses several groups including:
  • Single family office
  • Multi family office (a group of several single family offices)
  • Single investor private equity firms/funds
  • Single investor hedge funds
  • Select family foundations (family controlled)
  • Select family trusts
  • Multi family office where registered investment advisors (wealth managers) manage multi family investments

We include on our resources page a detailed description 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 database of 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

We commit to providing comprehensive and updated lists to our clients worldwide to utilize our lists confidently in driving a variety of marketing efforts. We go far to protect our client’s investment in lists by limiting the number of list sales in order to avoid over-marketing or list fatigue.
family office list

Risk Free Guarantee

We update our database at least 3x per year and you’ll receive that update absolutely FREE. Our most recent update, version 14, was released June 2019 and includes approximately 300 new Family Offices and 1,000 updated contacts.

We guarantee that the listing is in-fact a single or multi family office management firm. If you find a listing that is NOT a single , a multi family office, or a multi family management firm, we will provide a per-contact refund, after it is confirmed, for up to 2 contacts per firm. If you find outdated information, 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, for up to 2 contacts per firm. If you find out-dated information we will attempt to update the information for you, if the information cannot be updated we will provide a full refund per-contact. Customer satisfaction is always at the forefront of what we do and we want to incentives customers on any required updates for everyone’s benefit.

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

Customer Reviews

“Access to finely curated, validated, and frequently updated contact information to Family Offices, Private Equity, and Venture funds is invaluable. Not only is most of this information not directly available to the public, but the success rate of using the lists provided by the Family Office List group is an order of magnitude higher than the alternative approach. On top of the significant value of the data, the cost per list is minuscule when compared to the data brokers, many with half the data fields. If you are serious about capital raising, relationship building, and servicing these unique Financial Sector groups, buying a list from the Family Office List group is the highest ROI investment you will make”.

Carlos Gomez, Kapital Velocity

2016-07-07_12-57-57

 

“It didn’t take long for us to determine the three top competitors in the Family Office List space. I first approached The Family Office Club. For our purposes, it was clear that their packages were not a good fit because we are not going to make any use of the social conferences they offer. Next I contacted Fintrix, a high-tech platform with impressive applications, but for our purposes way more than what we needed (both in product and in price). Family Office List had just the right mix of product solutions and flexibility in their packages for our needs. But more than that, from my very first interaction with them, they had such an impressive level of professionalism that I felt assured we were going to be well served. I was not mistaken! We could not be happier with their service and products”.

Jason Brents, One Door Studios

2016-07-07_12-57-57

FAMILY OFFICE LIST v14 ANALYSIS

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Please enter your name and e-mail in the fields below to download the list analysis & sample spreadsheet.
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Sample Of Family Office Data

 

Sample Spreadsheet

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