Company lists · Data refreshed September 2026
Top 10 Family office companies based in Panama
RevenueBase identified 31 family office companies headquartered in Panama as of September 2026 and tracks 188 professional contacts across them, including 63 with verified work emails. Panama is the largest hub.
This list covers family office companies headquartered in Panama, 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.
The 10 largest family office companies based in Panama
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 35 contacts → | ||||
Indirect evidence “At SweetWater Securities Inc, we believe that by empowering people with knowledge we can better help service their financial needs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 31 contacts → | ||||
Indirect evidence “Valoramos la singularidad de cada cliente y la consideramos el punto de partida para desarrollar una relación a largo plazo Nuestro principal objetivo es gestionar patrimonios con…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Indirect evidence “Somos una empresa comprometida con el desarrollo de soluciones patrimoniales ofreciendo un servicio integral de asesoría financiera.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “Sardona Capital was founded in 2012 with a single mission: to offer high quality personal services in private banking and wealth management for wealthy individuals and families…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Strong evidence “Somos el Multifamily Office de las Familias latinoamericanas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Strong evidence “Nordia Capital, formerly known as Norfolk Investment Advisors, specializes in Family Office & Wealth Management Services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “York Investment Management is a leading independent advisory and private wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Strong evidence “Independent Multi-Family Office offering wealthy families and individuals a highly personalized relationship build on complete trust and unbiased advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Strong evidence “Independent Multi-Family office offering wealthy families and individuals a highly personalized relationship built on complete trust and unbiased advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Somos una empresa que centraliza y coordina los servicios relacionados a las distintas facetas del patrimonio familiar, sirviendo a clientes individuales, grupos familiares y…” Source: RevenueBase Database · checked Sep 19, 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 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 family office companies.
- Partial evidence
- Its own public description names part of family office companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office 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 10 of 31 family office companies based in Panama
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 63 reachable decision-makers.
Free signup · no credit card
Family office companies based in Panama at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Panama, so it is reported there. Company counts and contact totals on this page are exact for Panama, over 31 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 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.
- What qualifies
- Companies headquartered in Panama whose own description of what they do matches “family office 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 family office 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 family office companies, and records with no verified work email. Companies headquartered outside Panama 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, 63 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 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 family office companies are there based in Panama?
RevenueBase identified 31 family office companies headquartered in Panama 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?
Sweetwater Securities INC, headquartered in Panama, tops this list with the largest team on record.
Which city has the most family office companies?
Panama leads with 18 headquartered companies, followed by Panama City (6) and Panama City Panama (3).
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 63 verified decision-maker contacts tracked across these 31 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.
Ready to reach these companies? Verified emails and direct dials for all 31 family office companies based in Panama. Start with a free account, no credit card.
Download this list →Related lists
Family office companies by geography
- Family office companies based in Brisbane, Australia
- Family office companies based in Melbourne, Australia
- Family office companies based in Perth, Australia
- Family office companies based in Sydney, Australia
- Family office companies based in Porto Alegre, Brazil
- Family office companies based in Rio De Janeiro, Brazil
- Family office companies based in Sao Paulo, Brazil
- Family office companies based in Calgary, Canada
- Family office companies based in Edmonton, Canada
- Family office companies based in Mississauga, Canada
- Family office companies based in Montreal, Canada
- Family office companies based in Ottawa, Canada
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office companies based in Brisbane, Australia
- Family office companies based in Melbourne, Australia
- Family office companies based in Perth, Australia
- Family office companies based in Sydney, Australia
- Family office companies based in Porto Alegre, Brazil
- Family office companies based in Rio De Janeiro, Brazil