Company lists · Data refreshed September 2026

Top 15 Family office accounting services based in Scottsdale, United States

RevenueBase identified 26 family office accounting services headquartered in Scottsdale, United States as of September 2026 and tracks 186 professional contacts across them, including 104 with verified work emails. New York is the largest hub.

This list covers family office accounting services headquartered in Scottsdale, 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 19, 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 19, 2026 86% judged on-target in blind review
26Companies
186Contacts tracked
104Verified emails
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The 15 largest family office accounting services based in Scottsdale, United States

Ranked by team size
Top 15 of 26 family office accounting services based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 19, 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
1Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-5039 contacts →

Strong evidence

“Fortitude Family Office is a privately owned, multi-family office that serves individuals, business owners, institutions, and families navigating the complexity of wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Wealth Management | Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“We create sophisticated yet simple solutions for complicated financial situations.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-1010 contacts →

Strong evidence

“Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Firm Profile: We believe in the value of relationships.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“We are a full service tax and accounting firm dedicted to helping indiviudals and small businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Our customer focused philosophy and outstanding client service is what separates us from the rest.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Capital Wealth Alliance is a wealth advisory firm that believes in giving you exceptional client service, industry-leading support, and the top tools and resources for creating…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“EPL Financial Services integrates a comprehensive wealth management service focused on taking a holistic look at a client’s financial picture.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Serving Affluent Families And Entrepreneurs to Minimize Taxes.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We create maximum value for high-income and high-net-worth individuals while mitigating risk through proven, tax-efficient strategies for wealth creation, preservation, and…”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Integrated tax, accounting, and wealth strategy for business leaders, investors, and families who want long-term clarity and control.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 15 of 26 family office accounting services based in Scottsdale, United States

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

As of Sep 19, 2026
55.9%Verified-email coverage
7.2Average contacts per company
1-10Median size (employees)
650.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, 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 Scottsdale, 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 Scottsdale 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, 104 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 19, 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 Scottsdale, United States?

RevenueBase identified 26 family office accounting services headquartered in Scottsdale, 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?

Fortitude Family Office, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most family office accounting services?

New York leads with 169 headquartered companies, followed by Dallas (75) and Chicago (73).

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 104 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 19, 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.