Company lists · Data refreshed September 2026

Top 18 Family office outsourcing providers based in Jackson, United States

RevenueBase identified 30 family office outsourcing providers headquartered in Jackson, United States as of September 2026 and tracks 173 professional contacts across them, including 104 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Jackson has 30.

This list covers family office outsourcing providers headquartered in Jackson, 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 28, 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 28, 2026 86% judged on-target in blind review
30Companies
173Contacts tracked
104Verified emails
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The 18 largest family office outsourcing providers based in Jackson, United States

Ranked by team size
Top 18 of 30 family office outsourcing providers based in Jackson, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office outsourcing providers: 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
1Partial evidenceJackson, WY, United StatesHQ checked Sep 28, 202651-20055 contacts →

Partial evidence

“Our purpose is to support the enduring strength of a family’s legacy across generations.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceJackson, WY, United StatesHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Two Ocean partners with ultra‑high net worth individuals, families, and foundations as a trusted fiduciary.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceJackson, MI, United StatesHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“Our team offers wealth management services providing clarity, insight and partnerships that our clients have relied on for over 40 years.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“At Rivertree Financial Planning, we are dedicated to assisting our clients in growing, protecting, and managing their finances through a comprehensive approach.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“MAG CAP is a full-service wealth management firm, established to offer innovative advisory services to clients”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceJackson, WY, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“The Grupp Law Firm LLC designs sophisticated estate plans and administers trusts in order to help families build multi-generational legacies.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Sledge and Company provides quality financial strategies and services to corporations and individuals.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceJackson, WY, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Jackson Hole Trust Company provides a full range of trust services to U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceJackson, MS, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Resolute Wealth Strategies, LLC, is an SEC Registered Investment Advisory firm formed, owned, and operated by three industry veterans to be the resource wealthy families and…”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceJackson, WY, United StatesHQ checked Sep 28, 202651-2005 contacts →

Strong evidence

“Crestbridge Fiduciary brings client families the benefit of two preeminent firms: Crestbridge Family Office Services, a leading Jersey, Channel Islands-based trustee and fiduciary…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceJackson, MI, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“We are an established, home-grown boutique firm serving the affluent client market throughout Mississippi and the Southeast.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceJackson, TN, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“For over 20 years, the team of professionals at Browning Graves has provided comprehensive financial & retirement planning, wealth management, investment analysis, insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceJackson, MS, United StatesHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceJackson, WY, United StatesHQ checked Sep 28, 202611-501 contacts →

Strong evidence

“A new place for your Family Office.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceJackson, WY, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Loomis Capital Management excels in two core domains: Advisement and Management.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceJackson, WY, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Grupp Financial LLC assists families in discovering and achieving their purpose and goals through our unique client process, the LiFE ViewTM.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 18 of 30 family office outsourcing providers based in Jackson, United States

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Family office outsourcing providers based in Jackson, United States at a glance

As of Sep 28, 2026
60.1%Verified-email coverage
5.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
5
51-200
2

Email recency for this list is measured across the whole United States list rather than for Jackson, so it is reported there. Company counts and contact totals on this page are exact for Jackson, over 30 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 outsourcing 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.
What qualifies
Companies headquartered in Jackson, United States whose own description of what they do matches “family office outsourcing 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 outsourcing 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 outsourcing providers, and records with no verified work email. Companies headquartered outside Jackson 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 28, 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 outsourcing providers by metro in the United States

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 outsourcing 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 outsourcing providers are there based in Jackson, United States?

RevenueBase identified 30 family office outsourcing providers headquartered in Jackson, 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?

Willow Street, headquartered in Jackson, tops this list with the largest team on record.

Which city in the United States has the most family office outsourcing providers?

New York leads the United States with 531 headquartered companies, followed by Atlanta (235) and Dallas (221). Jackson has 30.

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 30 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 28, 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.