Company lists · Data refreshed September 2026

Top 8 Family office software providers based in Mexico

RevenueBase identified 29 company matches for family office software providers associated with Mexico as of September 2026 and tracks 338 professional contacts across them, including 28 with verified work emails and 5 with mobile numbers. Mexico City is the largest hub.

This list covers company matches for family office software providers associated with Mexico, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
29Companies
338Contacts tracked
28Verified emails
5Mobile numbers
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The 8 largest family office software providers based in Mexico

Ranked by team size
Top 8 of 29 company matches for family office software providers based in Mexico, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMonterrey, Mexico11-5039 contacts →

Exact match

“Ennea is a single family office based in Monterrey, Mexico, representing multiple family branches with a single, global portfolio that has a long-term horizon, well-diversified…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2Exact matchMexico City, Mexico11-5026 contacts →

Exact match

“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchZapopan, Mexico11-5020 contacts →

Exact match

“Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4Exact matchCdmx Mexico, Mexico1-1012 contacts →

Exact match

“Global financial advice and Wealth Management AGBC, is an independent financial company offering top-quality services in the fields of Personal Wealth Management and Multi Family…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchSan Pedro Garza Garcia, Mexico11-507 contacts →

Exact match

“Rhea is a Family Office dedicated to stewarding permanent capital and compounding wealth over generations through disciplined capital allocation, rigorous risk management, and…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchZapopan, Mexico1-105 contacts →

Exact match

“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchZapopan, Mexico1-103 contacts →

Exact match

“Cuidamos lo que has construido.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchMexico City, Mexico1-103 contacts →

Exact match

“360° Capital es Multi Family Office que ofrecemos soluciones personalizadas para administrar el patrimonio de individuos, familias e instituciones.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

Showing 8 of 29 family office software providers based in Mexico

See the full list, filter by size, metro and specialty, and access 28 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office software providers based in Mexico at a glance

As of Sep 2, 2026
8.3%Verified-email coverage
1.5%Mobile-number coverage
11.7Average contacts per company
1-10Median size (employees)
27.6%Largest-city concentration · Mexico City
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
12

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 Mexico 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 28 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.

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 Mexico?

RevenueBase identified 29 company matches for family office software providers associated with Mexico 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?

ENNEA 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?

Mexico City leads with 8 company records, followed by Zapopan (6) and Monterrey (3).

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 28 professional contacts with verified work emails tracked across these 29 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.

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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.