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.
The 25 largest family office outsourcing providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6,589 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6,373 contacts → | ||||
Indirect evidence “Join us for a view into the elevated experience of J.P.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5,750 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5,330 contacts → | ||||
Partial evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5,152 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2,898 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2,838 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2,611 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2,400 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,390 contacts → | ||||
Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2,141 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,067 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,971 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1,951 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,927 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,885 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,878 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office outsourcing providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office outsourcing providers.
- Partial evidence
- Its own public description names part of family office outsourcing providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office outsourcing providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
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, 2026Companies by employee count
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 firstEvery 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
- Family office outsourcing providers based in the United States16,524
- Family office outsourcing providers based in the United Kingdom2,053
- Family office outsourcing providers based in France1,971
- Family office outsourcing providers based in India1,505
- Family office outsourcing providers based in Canada1,358
- Family office outsourcing providers based in Australia1,062
- Family office outsourcing providers based in Switzerland1,056
- Family office outsourcing providers based in Brazil820
- Family office outsourcing providers based in Germany606
- Family office outsourcing providers based in South Africa462
- Family office outsourcing providers based in the United Arab Emirates296
- Family office outsourcing providers based in Spain260
- Family office outsourcing providers based in Singapore250
- Family office outsourcing providers based in Italy223
- Family office outsourcing providers based in the Netherlands219
- Family office outsourcing providers based in Hong Kong196
- Family office outsourcing providers based in Mexico159
- Family office outsourcing providers based in Belgium131
- Family office outsourcing providers based in Israel113
- Family office outsourcing providers based in Ireland99
- Family office outsourcing providers based in Malaysia99
- Family office outsourcing providers based in Luxembourg97
- Family office outsourcing providers based in Argentina90
- Family office outsourcing providers based in Chile69
- Family office outsourcing providers based in Nigeria64
- Family office outsourcing providers based in Mauritius61
- Family office outsourcing providers based in New Zealand60
- Family office outsourcing providers based in Austria54
- Family office outsourcing providers based in Monaco49
- Family office outsourcing providers based in Cyprus47
- Family office outsourcing providers based in Sweden47
- Family office outsourcing providers based in Liechtenstein42
- Family office outsourcing providers based in Denmark41
- Family office outsourcing providers based in Panama41
- Family office outsourcing providers based in Poland34
- Family office outsourcing providers based in Jersey33
- Family office outsourcing providers based in Peru33
- Family office outsourcing providers based in Guernsey32
- Family office outsourcing providers based in Portugal30
- Family office outsourcing providers based in Uruguay30
Cities
- Family office outsourcing providers based in London, United Kingdom728
- Family office outsourcing providers based in New York, United States531
- Family office outsourcing providers based in Paris, France508
- Family office outsourcing providers based in Sao Paulo, Brazil336
- Family office outsourcing providers based in Mumbai, India263
- Family office outsourcing providers based in Toronto, Canada249
- Family office outsourcing providers based in Atlanta, United States235
- Family office outsourcing providers based in Zurich, Switzerland224
- Family office outsourcing providers based in Dallas, United States221
- Family office outsourcing providers based in Singapore, Singapore220
- Family office outsourcing providers based in Sydney, Australia212
- Family office outsourcing providers based in Chicago, United States211
- Family office outsourcing providers based in Houston, United States203
- Family office outsourcing providers based in Dubai, United Arab Emirates196
- Family office outsourcing providers based in San Diego, United States194
- Family office outsourcing providers based in Miami, United States188
- Family office outsourcing providers based in Austin, United States164
- Family office outsourcing providers based in San Francisco, United States159
- Family office outsourcing providers based in Boston, United States149
- Family office outsourcing providers based in Geneva, Switzerland145
- Family office outsourcing providers based in Scottsdale, United States145
- Family office outsourcing providers based in Denver, United States139
- Family office outsourcing providers based in Los Angeles, United States138
- Family office outsourcing providers based in Charlotte, United States124
- Family office outsourcing providers based in Melbourne, Australia124
- Family office outsourcing providers based in Pune, India115
- Family office outsourcing providers based in Hong Kong, Hong Kong114
- Family office outsourcing providers based in Newport Beach, United States105
- Family office outsourcing providers based in Tampa, United States105
- Family office outsourcing providers based in Calgary, Canada98
- Family office outsourcing providers based in Vancouver, Canada94
- Family office outsourcing providers based in New Delhi, India92
- Family office outsourcing providers based in Boca Raton, United States90
- Family office outsourcing providers based in Cincinnati, United States90
- Family office outsourcing providers based in Portland, United States89
- Family office outsourcing providers based in Irvine, United States87
- Family office outsourcing providers based in Lyon, France86
- Family office outsourcing providers based in Madrid, Spain86
- Family office outsourcing providers based in Seattle, United States86
- Family office outsourcing providers based in Johannesburg, South Africa83
- Family office outsourcing providers based in Montreal, Canada80
- Family office outsourcing providers based in Phoenix, United States79
- Family office outsourcing providers based in Lugano, Switzerland76
- Family office outsourcing providers based in Raleigh, United States76
- Family office outsourcing providers based in Indianapolis, United States75
- Family office outsourcing providers based in Luxembourg, Luxembourg75
- Family office outsourcing providers based in Bangalore, India74
- Family office outsourcing providers based in Columbus, United States74
- Family office outsourcing providers based in Minneapolis, United States72
- Family office outsourcing providers based in Cape Town, South Africa71
- Family office outsourcing providers based in Rio De Janeiro, Brazil70
- Family office outsourcing providers based in Bellevue, United States68
- Family office outsourcing providers based in Fort Worth, United States68
- Family office outsourcing providers based in Las Vegas, United States68
- Family office outsourcing providers based in Overland Park, United States68
- Family office outsourcing providers based in Pittsburgh, United States68
- Family office outsourcing providers based in San Antonio, United States67
- Family office outsourcing providers based in Columbia, United States64
- Family office outsourcing providers based in Omaha, United States64
- Family office outsourcing providers based in Birmingham, United States63
- Family office outsourcing providers based in Bordeaux, France63
- Family office outsourcing providers based in Sarasota, United States63
- Family office outsourcing providers based in Hamburg, Germany62
- Family office outsourcing providers based in Washington, United States62
- Family office outsourcing providers based in Wilmington, United States62
- Family office outsourcing providers based in Ahmedabad, India61
- Family office outsourcing providers based in Toulouse, France60
- Family office outsourcing providers based in Rochester, United States58
- Family office outsourcing providers based in Grand Rapids, United States57
- Family office outsourcing providers based in Barcelona, Spain56
- Family office outsourcing providers based in Kolkata, India56
- Family office outsourcing providers based in Pasadena, United States56
- Family office outsourcing providers based in Bengaluru, India55
- Family office outsourcing providers based in Madison, United States55
- Family office outsourcing providers based in Naples, United States55
- Family office outsourcing providers based in Cleveland, United States54
- Family office outsourcing providers based in Fort Lauderdale, United States54
- Family office outsourcing providers based in Richmond, United States54
- Family office outsourcing providers based in Salt Lake City, United States54
- Family office outsourcing providers based in Louisville, United States52
- Family office outsourcing providers based in Nashville, United States52
- Family office outsourcing providers based in Coral Gables, United States51
- Family office outsourcing providers based in Greenville, United States51
- Family office outsourcing providers based in Jacksonville, United States51
- Family office outsourcing providers based in Colorado Springs, United States49
- Family office outsourcing providers based in Memphis, United States49
- Family office outsourcing providers based in Orlando, United States49
- Family office outsourcing providers based in Brisbane, Australia47
- Family office outsourcing providers based in Greenwood Village, United States46
- Family office outsourcing providers based in Lexington, United States46
- Family office outsourcing providers based in Plano, United States46
- Family office outsourcing providers based in Philadelphia, United States45
- Family office outsourcing providers based in Walnut Creek, United States44
- Family office outsourcing providers based in Zug, Switzerland44
- Family office outsourcing providers based in Chennai, India43
- Family office outsourcing providers based in Troy, United States43
- Family office outsourcing providers based in Tucson, United States43
- Family office outsourcing providers based in Ottawa, Canada42
- Family office outsourcing providers based in Milano, Italy41
- Family office outsourcing providers based in Tulsa, United States41
- Family office outsourcing providers based in Winnipeg, Canada41
- Family office outsourcing providers based in Charleston, United States40
- Family office outsourcing providers based in Springfield, United States40
- Family office outsourcing providers based in Curitiba, Brazil39
- Family office outsourcing providers based in Hyderabad, India39
- Family office outsourcing providers based in Manchester, United Kingdom39
- Family office outsourcing providers based in Beverly Hills, United States38
- Family office outsourcing providers based in Knoxville, United States38
- Family office outsourcing providers based in Berlin, Germany37
- Family office outsourcing providers based in Oklahoma City, United States37
- Family office outsourcing providers based in Alpharetta, United States36
- Family office outsourcing providers based in Melville, United States36
- Family office outsourcing providers based in Milan, Italy36
- Family office outsourcing providers based in Mississauga, Canada36
- Family office outsourcing providers based in Santa Barbara, United States36
- Family office outsourcing providers based in Edmonton, Canada35
- Family office outsourcing providers based in Franklin, United States35
- Family office outsourcing providers based in Kansas City, United States35
- Family office outsourcing providers based in St. Louis, United States35
- Family office outsourcing providers based in Westlake Village, United States35
- Family office outsourcing providers based in Baton Rouge, United States34
- Family office outsourcing providers based in The Woodlands, United States34
- Family office outsourcing providers based in Bethesda, United States33
- Family office outsourcing providers based in Greensboro, United States33
- Family office outsourcing providers based in Gurugram, India33
- Family office outsourcing providers based in Plymouth, United States33
- Family office outsourcing providers based in Porto Alegre, Brazil33
- Family office outsourcing providers based in Reno, United States33
- Family office outsourcing providers based in Brentwood, United States32
- Family office outsourcing providers based in Frisco, United States32
- Family office outsourcing providers based in Lafayette, United States32
- Family office outsourcing providers based in Westport, United States32
- Family office outsourcing providers based in Buffalo, United States31
- Family office outsourcing providers based in Edinburgh, United Kingdom31
- Family office outsourcing providers based in Fort Collins, United States31
- Family office outsourcing providers based in Lake Oswego, United States31
- Family office outsourcing providers based in Mclean, United States31
- Family office outsourcing providers based in Perth, Australia31
- Family office outsourcing providers based in Bloomington, United States30
- Family office outsourcing providers based in Boulder, United States30
- Family office outsourcing providers based in Jackson, United States30
- Family office outsourcing providers based in Lincoln, United States30
- Family office outsourcing providers based in Naperville, United States30
- Family office outsourcing providers based in Northbrook, United States30
- Family office outsourcing providers based in Pretoria, South Africa30
- Family office outsourcing providers based in Roseville, United States30
- Family office outsourcing providers based in San Jose, United States30
- Family office outsourcing providers based in Virginia Beach, United States30
- Family office outsourcing providers based in Burlington, Canada29
- Family office outsourcing providers based in Glasgow, United Kingdom29
- Family office outsourcing providers based in West Des Moines, United States29
- Family office outsourcing providers based in Belo Horizonte, Brazil28
- Family office outsourcing providers based in Boise, United States28
- Family office outsourcing providers based in Chattanooga, United States28
- Family office outsourcing providers based in Honolulu, United States28
- Family office outsourcing providers based in Marietta, United States28
- Family office outsourcing providers based in Minnetonka, United States28
- Family office outsourcing providers based in Red Bank, United States28
- Family office outsourcing providers based in Sacramento, United States28
- Family office outsourcing providers based in Stamford, United States28
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.