Company lists · Data refreshed November 2026

Top 25 Family office software providers worldwide

Name: Family office software providers worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 4,623 companies tracked

RevenueBase identified 4,623 company matches for family office software providers worldwide as of November 2026 and tracks 54,549 professional contacts across them, including 21,443 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for family office software providers worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for family office software providers follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

4,623Companies

54,549Contacts tracked

21,443Verified emails

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The 25 largest family office software providers worldwide

Ranked by team size

Top 25 of 4,623 company matches for family office software providers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 5, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Richter	Exact match	Montreal, ON, CanadaHQ recorded Nov 5, 2026	501-1,000	832 contacts →
	Exact match “Richter est un Bureau Familial \| d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Nov 5, 2026	501-1,000	634 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Cresset	Exact match	Chicago, IL, United StatesHQ recorded Nov 5, 2026	501-1,000	541 contacts →
	Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Eton Solutions LP	Exact match	Morrisville, NC, United StatesHQ recorded Nov 5, 2026	201-500	501 contacts →
	Exact match “Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Laplace	Exact match	Paris, FranceHQ recorded Nov 5, 2026	501-1,000	442 contacts →
	Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Cyrus Herez	Exact match	Paris, FranceHQ recorded Nov 5, 2026	201-500	413 contacts →
	Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Citadel Investment Services	Exact match	Lynnwood Manor, South AfricaHQ recorded Nov 5, 2026	201-500	398 contacts →
	Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Aduro Advisors	Exact match	United StatesHQ recorded Nov 5, 2026	201-500	372 contacts →
	Exact match “Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Harvest Groupe	Exact match	Paris, FranceHQ recorded Nov 5, 2026	201-500	367 contacts →
	Exact match “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Nirvana Solutions	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	201-500	343 contacts →
	Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Whittier Trust Company	Exact match	Pasadena, CA, United StatesHQ recorded Nov 5, 2026	201-500	328 contacts →
	Exact match “Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Trove Fs, LLC	Exact match	Stamford, UT, United StatesHQ recorded Nov 5, 2026	51-200	311 contacts →
	Exact match “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Client Associates	Exact match	Gurgaon, IndiaHQ recorded Nov 5, 2026	201-500	299 contacts →
	Exact match “Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	RDV Corporation	Exact match	Grand Rapids, MI, United StatesHQ recorded Nov 5, 2026	51-200	276 contacts →
	Exact match “RDV is a family office that was founded in 1991.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Dorsum Investment Software	Exact match	Budapest, HungaryHQ recorded Nov 5, 2026	201-500	260 contacts →
	Exact match “Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	SCS	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	254 contacts →
	Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Mutual Trust PTY LTD	Exact match	Melbourne, AustraliaHQ recorded Nov 5, 2026	51-200	235 contacts →
	Exact match “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Fi-Tek	Exact match	Edison, MI, United StatesHQ recorded Nov 5, 2026	201-500	235 contacts →
	Exact match “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Fremont Group	Exact match	San Francisco, NY, United StatesHQ recorded Nov 5, 2026	51-200	212 contacts →
	Exact match “Fremont Group is the family office for the Bechtel Family.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Valuefy	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	191 contacts →
	Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	189 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Nitrogen	Exact match	Auburn, CA, United StatesHQ recorded Nov 5, 2026	201-500	188 contacts →
	Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Portofino Multi Family Office	Exact match	São Paulo, BrazilHQ recorded Nov 5, 2026	51-200	188 contacts →
	Exact match “Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	ETOPS	Exact match	Cham, SwitzerlandHQ recorded Nov 5, 2026	201-500	187 contacts →
	Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “family office software providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 4,623 family office software providers worldwide

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Family office software providers worldwide at a glance

As of Nov 5, 2026

39.3%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

3.8%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

2,857

11-50

1,407

51-200

269

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for family office software providers are linked below.
What qualifies: Company records worldwide whose business descriptions match “family office software providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 21,443 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Family office software providers by location

43 lists · largest first

Every Family office software 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 SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office software providers are there worldwide?

RevenueBase identified 4,623 company matches for family office software providers worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most family office software providers?

The United States leads with 1,252 companies, followed by Switzerland (352) and the United Kingdom (237). Every family office software providers list by country and city is linked on this page.

Which city has the most family office software providers?

London leads with 175 company records, followed by New York (144) and Paris (114).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 21,443 professional contacts with verified work emails tracked across these 4,623 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 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 SmartSearch, 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.