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.