Company lists · Data refreshed September 2026
Top 25 Family office software providers worldwide
RevenueBase identified 3,417 family office software providers worldwide as of September 2026 and tracks 44,920 professional contacts across them, including 18,081 with verified work emails and 8,725 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers family office software 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 2, 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 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 software providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,338 contacts → | ||||
Strong evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 792 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 750 contacts → | ||||
Indirect evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 608 contacts → | ||||
Indirect evidence “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 479 contacts → | ||||
Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 473 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 442 contacts → | ||||
Indirect evidence “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 402 contacts → | ||||
Indirect evidence “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 377 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 375 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 352 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 305 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 282 contacts → | ||||
Indirect evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 262 contacts → | ||||
Strong evidence “RDV is a family office that was founded in 1991.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 257 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 240 contacts → | ||||
Indirect evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 221 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 218 contacts → | ||||
Partial evidence “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 212 contacts → | ||||
Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 203 contacts → | ||||
Strong evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 191 contacts → | ||||
Strong evidence “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 185 contacts → | ||||
Strong evidence “Waterfield Advisors is a globally recognized independent Indian Multi-Family Office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 174 contacts → | ||||
Indirect evidence “Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 172 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 166 contacts → | ||||
Indirect evidence “Welcome to Highvern.” Source: RevenueBase Database · checked Sep 2, 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 software 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 software providers.
- Partial evidence
- Its own public description names part of family office software 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 software 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 3,417 family office software providers worldwide
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Family office software providers worldwide at a glance
As of Sep 2, 2026Companies by employee count
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 software 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
- 20 countries, largest first: the United States, Switzerland, the United Kingdom, France, Brazil, Germany, India, Canada, Singapore, the United Arab Emirates and 10 more. Country and city lists for family office software providers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “family office software 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 software 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 software 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, 18,081 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 between September 2, 2026 and September 14, 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 software providers by location
35 lists · largest firstEvery 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
- Family office software providers based in the United States1,233
- Family office software providers based in Switzerland360
- Family office software providers based in the United Kingdom236
- Family office software providers based in France220
- Family office software providers based in Brazil177
- Family office software providers based in Germany168
- Family office software providers based in India147
- Family office software providers based in Canada130
- Family office software providers based in Singapore116
- Family office software providers based in the United Arab Emirates91
- Family office software providers based in Australia89
- Family office software providers based in Hong Kong89
- Family office software providers based in Spain64
- Family office software providers based in the Netherlands55
- Family office software providers based in Italy54
- Family office software providers based in Israel49
- Family office software providers based in South Africa40
- Family office software providers based in Luxembourg38
- Family office software providers based in Belgium32
- Family office software providers based in Mexico29
Cities
- Family office software providers based in London, United Kingdom172
- Family office software providers based in New York, United States142
- Family office software providers based in Paris, France111
- Family office software providers based in Zurich, Switzerland93
- Family office software providers based in Sao Paulo, Brazil88
- Family office software providers based in Geneva, Switzerland55
- Family office software providers based in Miami, United States51
- Family office software providers based in Dallas, United States43
- Family office software providers based in Chicago, United States33
- Family office software providers based in Sydney, Australia33
- Family office software providers based in Toronto, Canada31
- Family office software providers based in Luxembourg, Luxembourg30
- Family office software providers based in Hamburg, Germany29
- Family office software providers based in San Francisco, United States29
- Family office software providers based in Lugano, Switzerland27
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 software 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 software providers are there worldwide?
RevenueBase identified 3,417 family office software 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?
Bessemer Trust, headquartered in Atlanta, tops this list with the largest team on record.
Which country has the most family office software providers?
The United States leads with 1,233 companies, followed by Switzerland (360) and the United Kingdom (236). 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 172 headquartered companies, followed by New York (139) and Paris (114).
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 18,081 verified decision-maker contacts tracked across these 3,417 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 2, 2026 and September 14, 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.