Company lists · Data refreshed September 2026

Top 25 Family office software providers based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 1,233 companies tracked

RevenueBase identified 1,233 family office software providers headquartered in the United States as of September 2026 and tracks 17,300 professional contacts across them, including 7,023 with verified work emails and 7,853 with mobile numbers. New York is the largest hub.

This list covers family office software providers headquartered in the 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, 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

1,233Companies

17,300Contacts tracked

7,023Verified emails

7,853Mobile numbers

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The 25 largest family office software providers based in the United States

Ranked by team size

Top 25 of 1,233 family office software providers based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names family office software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Bessemer TrustStrong evidence	Atlanta, GA, United States	1,001-5,000	1,338
	“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: company website · checked Sep 2, 2026
2	CressetIndirect evidence	Atlanta, GA, United States	201-500	479
	“Cresset is a firm built by clients, for clients.” Source: company website · checked Sep 2, 2026
3	Eton Solutions LPStrong evidence	Morrisville, NC, United States	201-500	473
	“Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Source: company website · checked Sep 2, 2026
4	Whittier Trust CompanyStrong evidence	Menlo Park, CA, United States	201-500	305
	“Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego…” Source: company website · checked Sep 2, 2026
5	RDV CorporationStrong evidence	Grand Rapids, MI, United States	51-200	262
	“RDV is a family office that was founded in 1991.” Source: company website · checked Sep 2, 2026
6	Fi-TekIndirect evidence	Portage, MI, United States	201-500	221
	“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Source: company website · checked Sep 2, 2026
7	BMO Family OfficeStrong evidence	Chicago, IL, United States	51-200	191
	“BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: company website · checked Sep 2, 2026
8	Fiduciary Trust CompanyPartial evidence	Boston, MA, United States	51-200	172
	“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Source: company website · checked Sep 2, 2026
9	Stavtar SolutionsPartial evidence	New York, NY, United States	51-200	162
	“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: company website · checked Sep 2, 2026
10	Ballentine Partners, LLCStrong evidence	Palm Beach Gardens, FL, United States	51-200	129
	“As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live.” Source: company website · checked Sep 2, 2026
11	PitcairnPartial evidence	Conshohocken, PA, United States	51-200	121
	“Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come…” Source: company website · checked Sep 2, 2026
12	MyvestIndirect evidence	San Francisco, CA, United States	51-200	119
	“MyVest builds enterprise wealth management technology for the digital age.” Source: company website · checked Sep 2, 2026
13	Brainvest BrasilStrong evidence	Miami, FL, United States	51-200	119
	“A Brainvest é um Multi-Family Office global e independente que, há mais de duas décadas, atua ao lado de famílias, empreendedores e investidores na preservação, expansão e…” Source: company website · checked Sep 2, 2026
14	AgillinkStrong evidence	El Segundo, CA, United States	51-200	119
	“AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Source: company website · checked Sep 2, 2026
15	CheetahIndirect evidence	Muncie, IN, United States	201-500	112
	“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: company website · checked Sep 2, 2026
16	AdvyzonIndirect evidence	Chicago, IL, United States	51-200	106
	“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: company website · checked Sep 2, 2026
17	Ascent Private Capital Management Of U.S. BankPartial evidence	Seattle, WA, United States	51-200	96
	“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: company website · checked Sep 2, 2026
18	Gresham PartnersStrong evidence	Chicago, IL, United States	51-200	87
	“Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Source: company website · checked Sep 2, 2026
19	Matter Family OfficePartial evidence	St Louis, MO, United States	51-200	87
	“At Matter, families are our number-one priority.” Source: company website · checked Sep 2, 2026
20	CaprockStrong evidence	Park City, UT, United States	51-200	84
	“Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Source: company website · checked Sep 2, 2026
21	Accordia Group LLCStrong evidence	Greenwich, CT, United States	51-200	72
	“We are a trusted technology development and support partner to hedge funds, family offices, and institutional asset managers, from small to large and everything in between.” Source: company website · checked Sep 2, 2026
22	MaybernIndirect evidence	New York, NY, United States	51-200	70
	“Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.” Source: company website · checked Sep 2, 2026
23	Ss&c InnovestIndirect evidence	New York, United States	51-200	65
	“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Source: company website · checked Sep 2, 2026
24	ExperoIndirect evidence	Austin, TX, United States	51-200	63
	“Expero delivers unforgettable user experiences for finance.” Source: company website · checked Sep 2, 2026
25	CV AdvisorsStrong evidence	Aventura, FL, United States	51-200	52
	“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Source: company website · checked Sep 2, 2026

Showing 25 of 1,233 family office software providers based in the United States

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Family office software providers based in the United States at a glance

As of Sep 2, 2026

1-10Median size (employees)

New YorkLargest hub · 139 HQs

7,853Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

744

11-50

369

51-200

201-500

1,001-5,000

5,001-10,000

10001+

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 the United States 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 United States 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, 7,023 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.

Family office software providers by metro

Family office software providers in New York139
Family office software providers in Miami54
Family office software providers in Dallas40
Family office software providers in Chicago33
Family office software providers in San Francisco30
Family office software providers in Houston25
Family office software providers in Atlanta25

Frequently asked

How many family office software providers are there based in the United States?

RevenueBase identified 1,233 family office software providers headquartered in the 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?

Bessemer Trust, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most family office software providers?

New York leads with 139 headquartered companies, followed by Miami (54) and Dallas (40).

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 7,023 verified decision-maker contacts tracked across these 1,233 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.