Company lists · Data refreshed September 2026

Top 25 Family office outsourcing providers worldwide

RevenueBase identified 35,285 family office outsourcing providers worldwide as of September 2026 and tracks 574,948 professional contacts across them, including 235,797 with verified work emails. The United States is the largest market and London the largest hub.

This list covers family office outsourcing providers worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for family office outsourcing providers follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
35,285Companies
574,948Contacts tracked
235,797Verified emails
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The 25 largest family office outsourcing providers worldwide

Ranked by team size
Top 25 of 35,285 family office outsourcing providers worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office outsourcing providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+32,808 contacts →

Indirect evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 28, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202610001+8,191 contacts →

Partial evidence

“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceZurich, SwitzerlandHQ checked Sep 28, 20265,001-10,0006,597 contacts →

Indirect evidence

“Julius Baer is present in around 25 countries and 60 locations.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 20265,001-10,0006,589 contacts →

Indirect evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceUnited StatesHQ checked Sep 28, 202610001+6,373 contacts →

Indirect evidence

“Join us for a view into the elevated experience of J.P.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceTorino, ItalyHQ checked Sep 28, 20265,001-10,0005,750 contacts →

Indirect evidence

“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMilwaukee, WI, United StatesHQ checked Sep 28, 20265,001-10,0005,330 contacts →

Partial evidence

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidencePlano, TX, United StatesHQ checked Sep 28, 20265,001-10,0005,152 contacts →

Indirect evidence

“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceCirencester, United KingdomHQ checked Sep 28, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,898 contacts →

Partial evidence

“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceCanadaHQ checked Sep 28, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidencePhiladelphia, United StatesHQ checked Sep 28, 20261,001-5,0002,611 contacts →

Indirect evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceToronto, CanadaHQ checked Sep 28, 20261,001-5,0002,400 contacts →

Indirect evidence

“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceBois-colombes, FranceHQ checked Sep 28, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceParis, FranceHQ checked Sep 28, 20261,001-5,0002,141 contacts →

Indirect evidence

“Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceZürich, SwitzerlandHQ checked Sep 28, 20261,001-5,0002,067 contacts →

Indirect evidence

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceLima, PeruHQ checked Sep 28, 20261,001-5,0001,971 contacts →

Indirect evidence

“Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceWilmington, DE, United StatesHQ checked Sep 28, 20261,001-5,0001,951 contacts →

Indirect evidence

“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0001,927 contacts →

Indirect evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,885 contacts →

Indirect evidence

“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceMumbai, IndiaHQ checked Sep 28, 20261,001-5,0001,878 contacts →

Indirect evidence

“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 35,285 family office outsourcing providers worldwide

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Family office outsourcing providers worldwide at a glance

As of Sep 28, 2026
41.0%Verified-email coverage
16.3Average contacts per company
1-10Median size (employees)
2.1%Largest-city concentration · London
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
24,524
11-50
8,324
51-200
1,594
201-500
385
501-1,000
146
1,001-5,000
130
5,001-10,000
28
10001+
54

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office outsourcing providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for family office outsourcing providers are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “family office outsourcing providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office outsourcing providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family office outsourcing providers, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 235,797 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Family office outsourcing providers by location

226 lists · largest first

Every Family office outsourcing providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office outsourcing providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family office outsourcing providers are there worldwide?

RevenueBase identified 35,285 family office outsourcing providers worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which country has the most family office outsourcing providers?

The United States leads with 16,524 companies, followed by the United Kingdom (2,053) and France (1,971). Every family office outsourcing providers list by country and city is linked on this page.

Which city has the most family office outsourcing providers?

London leads with 753 headquartered companies, followed by New York (531) and Paris (508).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 235,797 verified decision-maker contacts tracked across these 35,285 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.