Company lists · Data refreshed September 2026

Top 18 Family office accounting services based in Boston, United States

RevenueBase identified 26 family office accounting services headquartered in Boston, United States as of September 2026 and tracks 736 professional contacts across them, including 490 with verified work emails. New York is the largest hub.

This list covers family office accounting services headquartered in Boston, United States, 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 20, 2026.

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 20, 2026 86% judged on-target in blind review
26Companies
736Contacts tracked
490Verified emails
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The 18 largest family office accounting services based in Boston, United States

Ranked by team size
Top 18 of 26 family office accounting services based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family office accounting services: 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 evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-200243 contacts →

Indirect evidence

“At SCS, our purpose is to transform wealth into possibility.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-200174 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 20, 2026
3Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-20058 contacts →

Indirect evidence

“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5041 contacts →

Strong evidence

“TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5031 contacts →

Indirect evidence

“In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5027 contacts →

Strong evidence

“Located in the heart of Back Bay, Paul | McCoy is an exclusive multi-family office.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5023 contacts →

Indirect evidence

“At Seaport Tax, we specialize in navigating the tax complexities that come with a financially complex life.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5023 contacts →

Indirect evidence

“Our firm offers a wide range of services to our individual and business clients.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5020 contacts →

Partial evidence

“Daigle & Associates LLP specializes in providing tax consulting, tax compliance and business advisory services to affluent families, corporate executives, entrepreneurs, private…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Sage advice.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Single Family Office

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-506 contacts →

Partial evidence

“Bacall Conniff is a professional accounting and consulting firm powered by a team of seasoned CPAs.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Osbon Capital Management is an independent investment manager and family office services firm located in Boston.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“SB Investment Partners is a Family Office Advisory firm involved in: • Real Estate Advisory - Multi-Family, Development Projects, Medical, Office • Equity & Debt Syndication -…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 18 of 26 family office accounting services based in Boston, United States

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Family office accounting services based in Boston, United States at a glance

As of Sep 20, 2026
66.6%Verified-email coverage
28.3Average contacts per company
11-50Median size (employees)
696.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
9
11-50
14
51-200
3

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 26 companies.

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 accounting services, 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.
What qualifies
Companies headquartered in Boston, United States whose own description of what they do matches “family office accounting services”. 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 accounting services), 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 accounting services, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
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, 490 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 20, 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.

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 accounting services, 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 accounting services are there based in Boston, United States?

RevenueBase identified 26 family office accounting services headquartered in Boston, United States 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?

SCS, headquartered in Boston, tops this list with the largest team on record.

Which city has the most family office accounting services?

New York leads with 181 headquartered companies, followed by Houston (77) and Dallas (74).

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 490 verified decision-maker contacts tracked across these 26 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 20, 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.