All contacts worldwide
Select your preferred subscription term:
Monthly subscription
Unlimited access, paid monthly. *3-month minimum agreement
$399/mo
Annual subscription
Unlimited access, paid annually — Best value at just $1,995/yr
Save $233/mo
$166/mo
USA & Canadian contacts
Select your preferred subscription term:
Monthly subscription
Unlimited access, paid monthly. *3-month minimum agreement
$299/mo
Annual subscription
Unlimited access, paid annually — Best value at just $1,495/yr
Save $174/mo
$125/mo
All contacts worldwide, excluding USA
Select your preferred subscription term:
Monthly subscription
Unlimited access, paid monthly. *3-month minimum agreement
$299/mo
Annual subscription
Unlimited access, paid annually — Best value at just $1,495/yr
Save $174/mo
$125/mo
Our firm is managed by a small team of experts with experience in alternative investment, private equity, marketing & database management.
Access the most accurate and expansive family office data and research - updated daily
Explore our extensive data using our Dynamic Search tool - built with 50+ filters - ensuring delivery of what you need, when you need it
Uncover your best path in & shared commonalities by leveraging contacts' background, experiences, shared passions, and connections
Download the data to Excel anytime for seamless CRM Integration
Showcase your products, services and investment opportunities through your private user profile
Work smarter in a community model with our team if you have a project requiring specific research
Rest assured with our money back guarantee and transparent engineering that our data is the most up-to-date available
The following data points are included and can easily be filtered to meet your targeting requirements:
Name of Family Office
Type of Family Office (Single Family Office, Multi Family Office etc.)
1-3 High-Level Contacts Listed per Firm with Titles
Direct Phone & Email: 94%
LinkedIn: 96%
Website: 94%
Address: Country, City, State & Zip: 100%
Company Description: 100%
Investment preferences AUM (65%), Deal Structure Preference (90%), Typical Deal Size (55%), Industry Sector (90%) & Desired Geography (80%)
Enter your details below to download the list analysis & sample spreadsheet
We handle your data securely & responsibly — learn more in our Privacy Policy
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 8,013 decision-makers from 4,012 individual Family Office Firms with a collective AUM of over $10 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.
Multi-Family Offices
1723 firms
Single-Family Offices
1293 firms
Other
Encompasses Foundations, Trusts & RIA’s who manage several families’ investments
972 firms
Our mission is to create a premium Family Office Platform to help clients reach a sophisticated audience in an efficient manner. Our core focus is on the accuracy of our data, which is easily navigated through our robust yet user-friendly platform.
Our research team works daily to ensure the accuracy of our data. Customers have access to ongoing updates through the platform at no additional cost for 12 months. We guarantee that the listing is a Family Office and that the contact information is up-to-date and accurate. A timestamp feature provides transparency for when contacts were last updated.
We pride ourselves on our customer service and communication. We’ve gone as far as to engineer a system to encourage customer collaboration as a community model for everyone’s benefit. In the rare instance where a contact is unable to be updated, we provide a refund per contact. Working with clients to achieve their goals is what makes us good at what we do.
We offer the most robust, up-to-date and affordable database. Our core focus is on providing the highest quality data for our customers while simultaneously offering value to the Family Offices within our network who desire well-suited deal flow. Customers benefit from the direct outreach efforts our team has conducted for over 21 years. And gain access to the wide network of decision-makers within the Family Office sector. We do not try to be all things to our clients and push additional information, subscriptions or marketing services. We are happy to start customers with packages that suit current needs and upgrade over time as needed.
Absolutely! Quality service and customer retention is of utmost importance so we invest the time to properly maintain the data for our clients. In the rare occurrence that a client finds problematic data, we update the information immediately and have engineered a seamless way to communicate. If the information cannot be updated in a timely manner, we provide a full refund per-contact. We work together with customers, to ensure the highest quality for everyone’s benefit. After all, the data is the core of our business.
Our platform packages allow customers access to the data at anytime from anywhere. Data can be exported to Excel (.xlsx) format from within the platform allowing simple CRM integration.
The size and scope of detail provided through our database requires daily maintenance. It is conducted manually through direct outreach. Live-time updates are available at no additional cost to platform subscribers for 12 months. There’s a time stamp associated with each contact so customers can easily identify updates and additions.
Yes, we do provide discounts for multiple list purchases. You’ll receive a 10% discount for a purchase of 2 lists and a 15% discount for a purchase of 3 or more.
Absolutely! Our team is willing to customize a list to suit your needs. A custom list typically results in a higher-cost per lead, but often saves clients with a narrow scope. In our experience, we don’t recommend targeting too narrow of an audience since not all the contacts have provided investment preference criteria and you may be overlooking potential leads. Contact us to discuss options.
Yes! We provide curated guides with current best practices, share educational content, send useful newsletters, and feature successful strategies through client case studies. This information is very effective for clients who have a team in place to implement the strategies. For clients seeking an outsourced solution, we have a trusted partner who uses our data to run a digital outbound marketing campaign using digital analytics and automation. If you are interested, we can provide an introduction and share a one-pager outlining their marketing solutions.
Join the growing number of firms relying upon our data…
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Our database for this region includes…
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Our database for this region includes…
Total contacts
Total offices
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Our database for this region includes…
Total contacts
Total offices
Total countries
Our database for this region includes…
Total contacts
Total offices
Total countries
Our database for this region includes…
Total contacts
Total offices
Total countries
Our database for this region includes…
Total contacts
Total offices
Total countries