Company lists · Data refreshed September 2026

Top 25 Family office outsourcing providers based in Louisville, United States

Name: Family office outsourcing providers based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 52 companies tracked

RevenueBase identified 52 family office outsourcing providers headquartered in Louisville, United States as of September 2026 and tracks 1,026 professional contacts across them, including 328 with verified work emails. Across the United States, New York is the largest hub for this category (531 companies); Louisville has 52.

This list covers family office outsourcing providers headquartered in Louisville, 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

52Companies

1,026Contacts tracked

328Verified emails

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The 25 largest family office outsourcing providers based in Louisville, United States

Ranked by team size

Top 25 of 52 family office outsourcing providers based in Louisville, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Baird Trust Company Baird Trust	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	51-200	114 contacts →
	Partial evidence “Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Source: RevenueBase Database · checked Sep 28, 2026
2	Strategic Wealth Designers	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	51-200	101 contacts →
	Indirect evidence “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
3	Peak Asset Management, Llc, Colorado	Indirect evidence	Louisville, CO, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
4	Commonwealth Capital Management CCM	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Source: RevenueBase Database · checked Sep 28, 2026
5	Meritrust Wealth Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “At Meritrust Wealth Management, we are focused on you and your goals.” Source: RevenueBase Database · checked Sep 28, 2026
6	J. Hagan Capital	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 28, 2026
7	First Kentucky Trust	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms-a wise choice for those…” Source: RevenueBase Database · checked Sep 28, 2026
8	Trailhead Wealth Management, LLC	Indirect evidence	Louisville, CO, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live.” Source: RevenueBase Database · checked Sep 28, 2026
9	Mercer Wealth Management Group	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “At Mercer Wealth Management, we pride ourselves on ‘making things happen for our clients.’ That begins by carefully listening to them talk about their needs and learning about the…” Source: RevenueBase Database · checked Sep 28, 2026
10	Centerline Wealth Advisors	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families.” Source: RevenueBase Database · checked Sep 28, 2026
11	Mercurio Wealth Advisors	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Source: RevenueBase Database · checked Sep 28, 2026
12	Lifetime Wealth Strategies	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “We believe we work for you, not Wall Street.” Source: RevenueBase Database · checked Sep 28, 2026
13	Hafele Investments	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Gainline Financial Partners	Partial evidence	Louisville, CO, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Source: RevenueBase Database · checked Sep 28, 2026
15	Advantage Investment Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Your financial goals are our priority.” Source: RevenueBase Database · checked Sep 28, 2026
16	Atlas Brown, INC	Strong evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.” Source: RevenueBase Database · checked Sep 28, 2026
17	Willow Ridge Global	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Willow Ridge \| Global is a trusted advisor to clients working to define their future and execute strategy in complex environments.” Source: RevenueBase Database · checked Sep 28, 2026
18	Louisville Capital Advisors Of Raymond James	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of…” Source: RevenueBase Database · checked Sep 28, 2026
19	Traughber Private Wealth LAW	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Built on years of experience in sophisticated estate, trust, tax and business planning, Traughber Private Wealth Law provides a comprehensive set of services for high net worth…” Source: RevenueBase Database · checked Sep 28, 2026
20	Accredited Wealth Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We recognize that wealth is about so much more than just money.” Source: RevenueBase Database · checked Sep 28, 2026
21	Green Street Capital, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Financial Advisors Retirement Plans Investments Insurance” Source: RevenueBase Database · checked Sep 28, 2026
22	Parthenon LLC	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions.” Source: RevenueBase Database · checked Sep 28, 2026
23	A. Roberts & Associates, INC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Lowry & Lowry, Pllc	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Lowry & Lowry, PLLC, provides estate and business planning services in both Kentucky and Indiana.” Source: RevenueBase Database · checked Sep 28, 2026
25	Farrell Wealth Group Northwest Asset Management	Partial evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “High service wealth management practice offering financial planning and investment management to business owners, families, and retirees.” Source: RevenueBase Database · checked Sep 28, 2026

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 outsourcing providers. 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 outsourcing providers.
Partial evidence: Its own public description names part of family office outsourcing providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office outsourcing providers. 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 52 family office outsourcing providers based in Louisville, United States

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

As of Sep 28, 2026

32.0%Verified-email coverage

19.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 52 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 Louisville, 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 Louisville 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, 328 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 Louisville, United States?

RevenueBase identified 52 family office outsourcing providers headquartered in Louisville, 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?

Baird Trust Company Baird Trust, headquartered in Louisville, 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). Louisville has 52.

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 328 verified decision-maker contacts tracked across these 52 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.