Company lists · Data refreshed September 2026
Top 16 Family office security providers based in San Francisco, United States
RevenueBase identified 27 family office security providers headquartered in San Francisco, United States as of September 2026 and tracks 254 professional contacts across them, including 115 with verified work emails. Across the United States, New York is the largest hub for this category (94 companies); San Francisco has 27.
This list covers family office security providers headquartered in San Francisco, 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.
The 16 largest family office security providers based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38 contacts → | ||||
Strong evidence “EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 34 contacts → | ||||
Indirect evidence “Global Secure 3 (GS3) is an international firm that provides risk management and investigation services to corporate and public sector organizations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32 contacts → | ||||
Indirect evidence “Everyone deserves to feel safe.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Strong evidence “The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Partial evidence “Treeline Security combines the personal touch of a small, client-focused team, with the extensive reach and resources of a large network.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Strong evidence “Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Strong evidence “IPSOFACTO is a world leader in securing the digital assets of successful families and their children, including on-off boarding of estate staff, use and tracking of computers &…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong evidence “Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Strong evidence “Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “Specializes in providing private security services for businesses, high end residences, government agencies, commercial complexes, home owner management services, & other public &…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Global Family Office and Investment Management Services” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “Asymmetric is a security advisory firm headquartered in San Francisco, serving clients nationwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “85% of what defines the structure and properties of the universe can't be observed directly and remains hidden to most.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Paradigm is a multi-family office that offers customized services to ultra-high net worth families in the Silicon Valley Bay Area.” Source: RevenueBase Database · checked Sep 28, 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 security 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 security providers.
- Partial evidence
- Its own public description names part of family office security 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 security 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 16 of 27 family office security providers based in San Francisco, United States
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Family office security providers based in San Francisco, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 27 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 security 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 San Francisco, United States whose own description of what they do matches “family office security 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 security 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 security providers, and records with no verified work email. Companies headquartered outside San Francisco 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, 115 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 security 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 security 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 security providers are there based in San Francisco, United States?
RevenueBase identified 27 family office security providers headquartered in San Francisco, 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?
Epiq Capital Group, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most family office security providers?
New York leads the United States with 94 headquartered companies, followed by Miami (54) and Los Angeles (50). San Francisco has 27.
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 115 verified decision-maker contacts tracked across these 27 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.
Ready to reach these companies? Verified emails and direct dials for all 27 family office security providers based in San Francisco, United States. Start with a free account, no credit card.
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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.
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