Company lists · Data refreshed September 2026
Top 24 Family office software providers based in Italy
RevenueBase identified 54 family office software providers headquartered in 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 family office software providers headquartered in Italy, 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, how directly it supports the match, and when it was last checked. 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 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 57 | ||||
“La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | Scouting Capital & Family AdvisorsStrong evidence | 48 | |||
“Scouting Capital & Family Advisors is an Italian based Group specialized in Corporate Finance through Scouting Capital Advisors and Family Office through Scouting SIM Family…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | TOKOSIndirect evidence | 31 | |||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 31 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | Open Capital SGRStrong evidence | 22 | |||
“Multi-Family Office SGR specializzata nella governance, strutturazione e gestione strategica di patrimoni.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | Tosetti ValueStrong evidence | 12 | |||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | Monium Società DI Consulenza FinanziariaIndirect evidence | 11 | |||
“Monium è una delle prime società di consulenza finanziaria indipendente in Italia regolarmente iscritta all'Albo Unico dei Consulenti Finanziari.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 | ||||
“Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | QADRAPartial evidence | 10 | |||
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 | ||||
“Quale livello di controllo hai oggi sul tuo patrimonio?” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | Locatelli & Partners Family OfficeStrong evidence | 9 | |||
“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.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 | ||||
“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | Octagon Capital SRLStrong evidence | 8 | |||
“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.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Tack SCFStrong evidence | 8 | |||
“TACK SCF is an independent Multi Family Office” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | PX GroupStrong evidence | 7 | |||
“A multi family office (MFO) specialized in real estate investments” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | Uturn InvestmentsStrong evidence | 5 | |||
“Siamo un family office indipendente e forniamo consulenza strategica e finanziaria a famiglie con rilevanti patrimoni finanziari, immobiliari e industriali.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | Vedalia SRLStrong evidence | 5 | |||
“Family Office” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | Valorplan SRLStrong evidence | 2 | |||
“Valorplan è un Family Office che fornisce consulenza strategica a famiglie con rilevanti patrimoni.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | Stival Multi Family OfficePartial evidence | 1 | |||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 24 of 54 family office software providers based in Italy
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Family office software providers based in Italy at a glance
As of Sep 2, 2026Companies by employee count
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 software providers, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Italy whose own description of what they do matches “family office software providers”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among family office software providers, and records with no verified work email. Companies headquartered outside Italy 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 an evidence 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, 234 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 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many family office software providers are there based in Italy?
RevenueBase identified 54 family office software providers headquartered in Italy 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?
SCM SIM, headquartered in Milano, tops this list with the largest team on record.
Which city has the most family office software providers?
Milan leads with 12 headquartered companies, followed by Milano (11) and Roma (4).
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 234 verified decision-maker contacts tracked across these 54 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 2, 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 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.
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