Company lists · Data refreshed September 2026
Top 25 Multi-family office software companies worldwide
RevenueBase identified 3,587 multi-family office software companies worldwide as of September 2026 and tracks 53,397 professional contacts across them, including 22,047 with verified work emails. The United States is the largest market and London the largest hub.
This list covers multi-family office software companies 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 29, 2026. Country and city lists for multi-family office software companies 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 multi-family office software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,389 contacts → | ||||
Indirect evidence “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,346 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,140 contacts → | ||||
Indirect evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 712 contacts → | ||||
Indirect evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 615 contacts → | ||||
Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 478 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 472 contacts → | ||||
Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 448 contacts → | ||||
Indirect evidence “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 430 contacts → | ||||
Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 401 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 379 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 378 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 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 348 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 330 contacts → | ||||
Partial evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 303 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 290 contacts → | ||||
Strong evidence “Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 245 contacts → | ||||
Partial evidence “Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 243 contacts → | ||||
Indirect evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 238 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 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 29, 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: multi-family office software companies. 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 multi-family office software companies.
- Partial evidence
- Its own public description names part of multi-family office software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-family office software companies. 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 3,587 multi-family office software companies worldwide
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Multi-family office software companies worldwide at a glance
As of Sep 29, 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 multi-family office software companies, 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 multi-family office software companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “multi-family office software companies”. 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 multi-family office software companies), 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 multi-family office software companies, 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, 22,047 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 29, 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.
Multi-family office software companies by location
33 lists · largest firstEvery Multi-family office software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Multi-family office software companies based in the United States948
- Multi-family office software companies based in Switzerland294
- Multi-family office software companies based in the United Kingdom184
- Multi-family office software companies based in France160
- Multi-family office software companies based in Brazil145
- Multi-family office software companies based in India135
- Multi-family office software companies based in Germany129
- Multi-family office software companies based in Singapore104
- Multi-family office software companies based in Canada102
- Multi-family office software companies based in Hong Kong76
- Multi-family office software companies based in the United Arab Emirates73
- Multi-family office software companies based in Australia70
- Multi-family office software companies based in the Netherlands45
- Multi-family office software companies based in Spain44
- Multi-family office software companies based in Israel41
- Multi-family office software companies based in Italy41
- Multi-family office software companies based in South Africa33
- Multi-family office software companies based in Luxembourg26
Cities
- Multi-family office software companies based in London, United Kingdom129
- Multi-family office software companies based in New York, United States109
- Multi-family office software companies based in Paris, France88
- Multi-family office software companies based in Singapore, Singapore88
- Multi-family office software companies based in Zurich, Switzerland76
- Multi-family office software companies based in Sao Paulo, Brazil69
- Multi-family office software companies based in Miami, United States45
- Multi-family office software companies based in Hong Kong, Hong Kong44
- Multi-family office software companies based in Dubai, United Arab Emirates43
- Multi-family office software companies based in Geneva, Switzerland43
- Multi-family office software companies based in Mumbai, India37
- Multi-family office software companies based in Dallas, United States31
- Multi-family office software companies based in Toronto, Canada30
- Multi-family office software companies based in San Francisco, United States28
- Multi-family office software companies based in Chicago, United States27
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 multi-family office software companies, 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 multi-family office software companies are there worldwide?
RevenueBase identified 3,587 multi-family office software companies 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?
Findex, headquartered in Melbourne, tops this list with the largest team on record.
Which country has the most multi-family office software companies?
The United States leads with 948 companies, followed by Switzerland (294) and the United Kingdom (184). Every multi-family office software companies list by country and city is linked on this page.
Which city has the most multi-family office software companies?
London leads with 129 headquartered companies, followed by New York (109) and Singapore (90).
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 22,047 verified decision-maker contacts tracked across these 3,587 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 29, 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.