Company lists · Data refreshed September 2026
Top 24 Family office software providers based in Italy
RevenueBase identified 54 company matches for family office software providers associated with Italy as of September 2026 and tracks 563 professional contacts across them, including 234 with verified work emails and 30 with mobile numbers. Milan is the largest hub.
This list covers company matches for family office software providers associated with Italy, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 24 largest family office software providers based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 79 contacts → | ||||
Exact match “Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 57 contacts → | ||||
Exact match “La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “Scouting Capital & Family Advisors is an Italian based Group specialized in Corporate Finance through Scouting Capital Advisors and Family Office through Scouting SIM Family…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 31 contacts → | ||||
Exact match “AIFO, Associazione Italiana Family Officer, fin dalla sua costituzione nel 2005 ad opera di Patrizia Misciattelli delle Ripe, si pone come punto d’incontro tra le migliori figure…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 22 contacts → | ||||
Exact match “Multi-Family Office SGR specializzata nella governance, strutturazione e gestione strategica di patrimoni.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Established in 1997, Tosetti Value is one of the leading Multi-Family office in Europe offering its clients highly qualified services to protect, enhance and pass on their human…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Monium è una delle prime società di consulenza finanziaria indipendente in Italia regolarmente iscritta all'Albo Unico dei Consulenti Finanziari.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Quale livello di controllo hai oggi sul tuo patrimonio?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Earnext è una piattaforma tecnologicamente avanzata per supportare i commercialisti e i consulenti finanziari nella predisposizione del Wealth Plan per la clientela privata e le…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “CIV - Compagnia per l'Innovazione e per i Valori - is a Multi Family Office established in 2013 with offices in Italy and Switzerland, positioned to offer advice and risk…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Locatelli & Partners è un Family Office ideato e fortemente voluto dall’Avvocato Andrea Locatelli, in cui il cognome ha la stessa dignità ed importanza della parola Partners.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Octagon Capital è un family office con sede a Milano, che riunisce la vasta esperienza, il network ed il know-how di un'importante famiglia lombarda.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “TACK SCF is an independent Multi Family Office” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “A multi family office (MFO) specialized in real estate investments” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Siamo un family office indipendente e forniamo consulenza strategica e finanziaria a famiglie con rilevanti patrimoni finanziari, immobiliari e industriali.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Family Office” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Family Strategy porta alle Famiglie multigenerazionali, ai loro Family Office e ai loro tradizionali fiduciari (fiscali, finanziari e legali), le competenze e i metodi sui fattori…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Valorplan è un Family Office che fornisce consulenza strategica a famiglie con rilevanti patrimoni.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Nel mondo aziendale e imprenditoriale, esistono diversi business strettamente legati al loro fondatore e/o al nucleo familiare di origine: si vengono quindi a creare famiglie ad…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Aequilibrium è un Multi Family Office globale e indipendente, che fornisce soluzioni su misura per la tutela del patrimonio di famiglie ed imprese, fondato da soci con oltre 100…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family office software providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 54 family office software providers based in Italy
See the full list, filter by size, metro and specialty, and access 234 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Family office software providers based in Italy at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Italy whose business descriptions match “family office software providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 234 professional contacts with verified work emails across the full matched dataset. 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 2, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family office software providers by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office software providers are there based in Italy?
RevenueBase identified 54 company matches for family office software providers associated with Italy as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
SCM SIM tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office software providers?
Milan leads with 25 company records, followed by Rome (5) and Turin (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 234 professional contacts with verified work emails tracked across these 54 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 54 family office software providers based in Italy. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Israel
- Family office software providers based in South Africa
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 SmartSearch, 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 software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 24 family office software providers based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 54 matching company records for family office software providers based in Italy, with 563 tracked contacts and 234 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 family office software providers based in Italy
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SCM SIMscmsim.itHQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 79 contacts → |
“Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Corporate Family Office SIMcfosim.comHQ: HQ not recorded; location: Milan, ItalyReported employees: 51-200 | HQ not recorded; location: Milan, Italy | 51-200 | Exact match | 57 contacts → |
“La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Scouting Capital & Family Advisorsscoutingadvisors.comHQ: HQ not recorded; location: Turin, ItalyReported employees: 51-200 | HQ not recorded; location: Turin, Italy | 51-200 | Exact match | 48 contacts → |
“Scouting Capital & Family Advisors is an Italian based Group specialized in Corporate Finance through Scouting Capital Advisors and Family Office through Scouting SIM Family…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TOKOStokos.itHQ: HQ not recorded; location: Rome, ItalyReported employees: 11-50 | HQ not recorded; location: Rome, Italy | 11-50 | Exact match | 31 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  AIFOfamilyofficer.itHQ: HQ not recorded; location: Milan, ItalyReported employees: Not recorded | HQ not recorded; location: Milan, Italy | Not recorded | Exact match | 31 contacts → |
“AIFO, Associazione Italiana Family Officer, fin dalla sua costituzione nel 2005 ad opera di Patrizia Misciattelli delle Ripe, si pone come punto d’incontro tra le migliori figure…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Open Capital SGRopencapital.itHQ: HQ not recorded; location: Rome, ItalyReported employees: 11-50 | HQ not recorded; location: Rome, Italy | 11-50 | Exact match | 22 contacts → |
“Multi-Family Office SGR specializzata nella governance, strutturazione e gestione strategica di patrimoni.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tosetti Valuetosettivalue.itHQ: HQ not recorded; location: Turin, ItalyReported employees: 11-50 | HQ not recorded; location: Turin, Italy | 11-50 | Exact match | 12 contacts → |
“Established in 1997, Tosetti Value is one of the leading Multi-Family office in Europe offering its clients highly qualified services to protect, enhance and pass on their human…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: HQ not recorded; location: Latina, ItalyReported employees: 1-10 | HQ not recorded; location: Latina, Italy | 1-10 | Exact match | 11 contacts → |
“Monium è una delle prime società di consulenza finanziaria indipendente in Italia regolarmente iscritta all'Albo Unico dei Consulenti Finanziari.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hera Fiduciaria SPAherafiduciaria.itHQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 11 contacts → |
“Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  QADRAqadra.comHQ: HQ not recorded; location: Turin, ItalyReported employees: 1-10 | HQ not recorded; location: Turin, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cuniberti & Partners SIMcunibertipartners.itHQ: HQ not recorded; location: Turin, ItalyReported employees: 1-10 | HQ not recorded; location: Turin, Italy | 1-10 | Exact match | 9 contacts → |
“Quale livello di controllo hai oggi sul tuo patrimonio?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Earnextearnext.comHQ: HQ not recorded; location: Cagliari, ItalyReported employees: 1-10 | HQ not recorded; location: Cagliari, Italy | 1-10 | Exact match | 9 contacts → |
“Earnext è una piattaforma tecnologicamente avanzata per supportare i commercialisti e i consulenti finanziari nella predisposizione del Wealth Plan per la clientela privata e le…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CIVcivmilano.comHQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 9 contacts → |
“CIV - Compagnia per l'Innovazione e per i Valori - is a Multi Family Office established in 2013 with offices in Italy and Switzerland, positioned to offer advice and risk…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Locatelli & Partners Family Officelocatelli.proHQ: HQ not recorded; location: Porto Cervo, ItalyReported employees: 11-50 | HQ not recorded; location: Porto Cervo, Italy | 11-50 | Exact match | 9 contacts → |
“Locatelli & Partners è un Family Office ideato e fortemente voluto dall’Avvocato Andrea Locatelli, in cui il cognome ha la stessa dignità ed importanza della parola Partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  DBS Groupdbsgroup.itHQ: HQ not recorded; location: Voghera, ItalyReported employees: 11-50 | HQ not recorded; location: Voghera, Italy | 11-50 | Exact match | 9 contacts → |
“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Octagon Capital SRLoctagoncapital.comHQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 8 contacts → |
“Octagon Capital è un family office con sede a Milano, che riunisce la vasta esperienza, il network ed il know-how di un'importante famiglia lombarda.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tack SCFtack-group.comHQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 8 contacts → |
“TACK SCF is an independent Multi Family Office” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  PX Grouppxgroup.itHQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 7 contacts → |
“A multi family office (MFO) specialized in real estate investments” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Uturn Investmentsuturn-investments.itHQ: HQ not recorded; location: Verona, ItalyReported employees: 1-10 | HQ not recorded; location: Verona, Italy | 1-10 | Exact match | 5 contacts → |
“Siamo un family office indipendente e forniamo consulenza strategica e finanziaria a famiglie con rilevanti patrimoni finanziari, immobiliari e industriali.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Vedalia SRLvedalia.itHQ: HQ not recorded; location: ItalyReported employees: 1-10 | HQ not recorded; location: Italy | 1-10 | Exact match | 5 contacts → |
“Family Office” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Family Strategy SRLfamilystrategy.itHQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 5 contacts → |
“Family Strategy porta alle Famiglie multigenerazionali, ai loro Family Office e ai loro tradizionali fiduciari (fiscali, finanziari e legali), le competenze e i metodi sui fattori…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Valorplan SRLvalorplan.itHQ: HQ not recorded; location: Verona, ItalyReported employees: 1-10 | HQ not recorded; location: Verona, Italy | 1-10 | Exact match | 2 contacts → |
“Valorplan è un Family Office che fornisce consulenza strategica a famiglie con rilevanti patrimoni.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Stival Multi Family Officestivalmfo.comHQ: HQ not recorded; location: Canicatti, ItalyReported employees: 1-10 | HQ not recorded; location: Canicatti, Italy | 1-10 | Exact match | 1 contacts → |
“Nel mondo aziendale e imprenditoriale, esistono diversi business strettamente legati al loro fondatore e/o al nucleo familiare di origine: si vengono quindi a creare famiglie ad…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Aequilibrium Multi Family Officeaequilibriumgroup.itHQ: HQ not recorded; location: Reggio Emilia, ItalyReported employees: 1-10 | HQ not recorded; location: Reggio Emilia, Italy | 1-10 | Exact match | 1 contacts → |
“Aequilibrium è un Multi Family Office globale e indipendente, che fornisce soluzioni su misura per la tutela del patrimonio di famiglie ed imprese, fondato da soci con oltre 100…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 54 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
54 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office software providers did RevenueBase find based in Italy?
The saved snapshot records 54 matching company records, 563 tracked contacts and 234 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 24 family office software providers based in Italy. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
Company intelligence · public preview
Top 24 family office software providers based in Italy
RevenueBase records 54 matching company records for family office software providers based in Italy, with 563 tracked contacts and 234 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 family office software providers based in Italy
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SCM SIMscmsim.it HQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 79 contacts → |
“Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Corporate Family Office SIMcfosim.com HQ: HQ not recorded; location: Milan, ItalyReported employees: 51-200 | HQ not recorded; location: Milan, Italy | 51-200 | Exact match | 57 contacts → |
“La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Scouting Capital & Family Advisorsscoutingadvisors.com HQ: HQ not recorded; location: Turin, ItalyReported employees: 51-200 | HQ not recorded; location: Turin, Italy | 51-200 | Exact match | 48 contacts → |
“Scouting Capital & Family Advisors is an Italian based Group specialized in Corporate Finance through Scouting Capital Advisors and Family Office through Scouting SIM Family…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TOKOStokos.it HQ: HQ not recorded; location: Rome, ItalyReported employees: 11-50 | HQ not recorded; location: Rome, Italy | 11-50 | Exact match | 31 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | AIFOfamilyofficer.it HQ: HQ not recorded; location: Milan, ItalyReported employees: Not recorded | HQ not recorded; location: Milan, Italy | Not recorded | Exact match | 31 contacts → |
“AIFO, Associazione Italiana Family Officer, fin dalla sua costituzione nel 2005 ad opera di Patrizia Misciattelli delle Ripe, si pone come punto d’incontro tra le migliori figure…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Open Capital SGRopencapital.it HQ: HQ not recorded; location: Rome, ItalyReported employees: 11-50 | HQ not recorded; location: Rome, Italy | 11-50 | Exact match | 22 contacts → |
“Multi-Family Office SGR specializzata nella governance, strutturazione e gestione strategica di patrimoni.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tosetti Valuetosettivalue.it HQ: HQ not recorded; location: Turin, ItalyReported employees: 11-50 | HQ not recorded; location: Turin, Italy | 11-50 | Exact match | 12 contacts → |
“Established in 1997, Tosetti Value is one of the leading Multi-Family office in Europe offering its clients highly qualified services to protect, enhance and pass on their human…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: HQ not recorded; location: Latina, ItalyReported employees: 1-10 | HQ not recorded; location: Latina, Italy | 1-10 | Exact match | 11 contacts → |
“Monium è una delle prime società di consulenza finanziaria indipendente in Italia regolarmente iscritta all'Albo Unico dei Consulenti Finanziari.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hera Fiduciaria SPAherafiduciaria.it HQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 11 contacts → |
“Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | QADRAqadra.com HQ: HQ not recorded; location: Turin, ItalyReported employees: 1-10 | HQ not recorded; location: Turin, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cuniberti & Partners SIMcunibertipartners.it HQ: HQ not recorded; location: Turin, ItalyReported employees: 1-10 | HQ not recorded; location: Turin, Italy | 1-10 | Exact match | 9 contacts → |
“Quale livello di controllo hai oggi sul tuo patrimonio?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Earnextearnext.com HQ: HQ not recorded; location: Cagliari, ItalyReported employees: 1-10 | HQ not recorded; location: Cagliari, Italy | 1-10 | Exact match | 9 contacts → |
“Earnext è una piattaforma tecnologicamente avanzata per supportare i commercialisti e i consulenti finanziari nella predisposizione del Wealth Plan per la clientela privata e le…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CIVcivmilano.com HQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 9 contacts → |
“CIV - Compagnia per l'Innovazione e per i Valori - is a Multi Family Office established in 2013 with offices in Italy and Switzerland, positioned to offer advice and risk…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Locatelli & Partners Family Officelocatelli.pro HQ: HQ not recorded; location: Porto Cervo, ItalyReported employees: 11-50 | HQ not recorded; location: Porto Cervo, Italy | 11-50 | Exact match | 9 contacts → |
“Locatelli & Partners è un Family Office ideato e fortemente voluto dall’Avvocato Andrea Locatelli, in cui il cognome ha la stessa dignità ed importanza della parola Partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | DBS Groupdbsgroup.it HQ: HQ not recorded; location: Voghera, ItalyReported employees: 11-50 | HQ not recorded; location: Voghera, Italy | 11-50 | Exact match | 9 contacts → |
“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Octagon Capital SRLoctagoncapital.com HQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 8 contacts → |
“Octagon Capital è un family office con sede a Milano, che riunisce la vasta esperienza, il network ed il know-how di un'importante famiglia lombarda.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tack SCFtack-group.com HQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 8 contacts → |
“TACK SCF is an independent Multi Family Office” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | PX Grouppxgroup.it HQ: HQ not recorded; location: Milan, ItalyReported employees: 11-50 | HQ not recorded; location: Milan, Italy | 11-50 | Exact match | 7 contacts → |
“A multi family office (MFO) specialized in real estate investments” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Uturn Investmentsuturn-investments.it HQ: HQ not recorded; location: Verona, ItalyReported employees: 1-10 | HQ not recorded; location: Verona, Italy | 1-10 | Exact match | 5 contacts → |
“Siamo un family office indipendente e forniamo consulenza strategica e finanziaria a famiglie con rilevanti patrimoni finanziari, immobiliari e industriali.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vedalia SRLvedalia.it HQ: HQ not recorded; location: ItalyReported employees: 1-10 | HQ not recorded; location: Italy | 1-10 | Exact match | 5 contacts → |
“Family Office” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Family Strategy SRLfamilystrategy.it HQ: HQ not recorded; location: Milan, ItalyReported employees: 1-10 | HQ not recorded; location: Milan, Italy | 1-10 | Exact match | 5 contacts → |
“Family Strategy porta alle Famiglie multigenerazionali, ai loro Family Office e ai loro tradizionali fiduciari (fiscali, finanziari e legali), le competenze e i metodi sui fattori…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Valorplan SRLvalorplan.it HQ: HQ not recorded; location: Verona, ItalyReported employees: 1-10 | HQ not recorded; location: Verona, Italy | 1-10 | Exact match | 2 contacts → |
“Valorplan è un Family Office che fornisce consulenza strategica a famiglie con rilevanti patrimoni.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stival Multi Family Officestivalmfo.com HQ: HQ not recorded; location: Canicatti, ItalyReported employees: 1-10 | HQ not recorded; location: Canicatti, Italy | 1-10 | Exact match | 1 contacts → |
“Nel mondo aziendale e imprenditoriale, esistono diversi business strettamente legati al loro fondatore e/o al nucleo familiare di origine: si vengono quindi a creare famiglie ad…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Aequilibrium Multi Family Officeaequilibriumgroup.it HQ: HQ not recorded; location: Reggio Emilia, ItalyReported employees: 1-10 | HQ not recorded; location: Reggio Emilia, Italy | 1-10 | Exact match | 1 contacts → |
“Aequilibrium è un Multi Family Office globale e indipendente, che fornisce soluzioni su misura per la tutela del patrimonio di famiglie ed imprese, fondato da soci con oltre 100…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 54 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office software providers: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
54 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office software providers did RevenueBase find based in Italy?
The saved snapshot records 54 matching company records, 563 tracked contacts and 234 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 24 family office software providers based in Italy. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Brazil
- Family office software providers based in Germany