Company lists · Data refreshed September 2026
Top 25 Family office software providers based in the United States
RevenueBase identified 1,233 company matches for family office software providers associated with 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 company matches for family office software providers associated with the United States, 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 25 largest family office software providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,338 contacts → | ||||
Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 479 contacts → | ||||
Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 473 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 305 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 262 contacts → | ||||
Exact match “RDV is a family office that was founded in 1991.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 221 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 191 contacts → | ||||
Exact match “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 172 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 162 contacts → | ||||
Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 129 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 121 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 119 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 119 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 119 contacts → | ||||
Exact match “AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 112 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 106 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 96 contacts → | ||||
Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 87 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 87 contacts → | ||||
Exact match “At Matter, families are our number-one priority.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 84 contacts → | ||||
Exact match “Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 72 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 70 contacts → | ||||
Exact match “Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 65 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 63 contacts → | ||||
Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 52 contacts → | ||||
Exact match “With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” 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 25 of 1,233 family office software providers based in the United States
See the full list, filter by size, metro and specialty, and access 7,023 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office software providers based in the United States 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 the United States 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 7,023 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 the United States?
RevenueBase identified 1,233 company matches for family office software providers associated with the United States 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?
Bessemer Trust 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?
New York leads with 139 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 7,023 professional contacts with verified work emails tracked across these 1,233 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 1,233 family office software providers based in the United States. 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 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 Italy
- 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 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
Company intelligence · public preview
Top 25 family office software providers based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,233 matching company records for family office software providers based in the United States, with 17,300 tracked contacts and 7,023 verified work emails.
This public preview shows 25 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 25 family office software providers based in the United States
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 |  Bessemer Trustbessemertrust.comHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Atlanta, GA, United States | 1,001-5,000 | Exact match | 1,338 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cressetcressetcapital.comHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 479 contacts → |
“Cresset is a firm built by clients, for clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Eton Solutions LPeton-solutions.comHQ: HQ not recorded; location: Morrisville, NC, United StatesReported employees: 201-500 | HQ not recorded; location: Morrisville, NC, United States | 201-500 | Exact match | 473 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Whittier Trust Companywhittiertrust.comHQ: HQ not recorded; location: Menlo Park, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Menlo Park, CA, United States | 201-500 | Exact match | 305 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RDV Corporationrdvcareers.comHQ: HQ not recorded; location: Grand Rapids, MI, United StatesReported employees: 51-200 | HQ not recorded; location: Grand Rapids, MI, United States | 51-200 | Exact match | 262 contacts → |
“RDV is a family office that was founded in 1991.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fi-Tekfi-tek.comHQ: HQ not recorded; location: Portage, MI, United StatesReported employees: 201-500 | HQ not recorded; location: Portage, MI, United States | 201-500 | Exact match | 221 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BMO Family Officebmofamilyoffice.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 191 contacts → |
“BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fiduciary Trust Companyfiduciary-trust.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 172 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Stavtar Solutionsstavtar.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ballentine Partners, LLCballentinepartners.comHQ: HQ not recorded; location: Palm Beach Gardens, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Palm Beach Gardens, FL, United States | 51-200 | Exact match | 129 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pitcairnpitcairn.comHQ: HQ not recorded; location: Conshohocken, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Myvestmyvest.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 119 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Brainvest Brasilbrainvest.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Agillinkagillink.comHQ: HQ not recorded; location: El Segundo, CA, United StatesReported employees: 51-200 | HQ not recorded; location: El Segundo, CA, United States | 51-200 | Exact match | 119 contacts → |
“AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cheetahcheetahinc.comHQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 201-500 | HQ not recorded; location: Muncie, IN, United States | 201-500 | Exact match | 112 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Advyzonadvyzon.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 106 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ascent Private Capital Management Of U.S. Bankascent.usbank.comHQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Seattle, WA, United States | 51-200 | Exact match | 96 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gresham Partnersgreshampartners.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Matter Family Officematterfamilyoffice.comHQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 51-200 | HQ not recorded; location: St. Louis, MO, United States | 51-200 | Exact match | 87 contacts → |
“At Matter, families are our number-one priority.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Caprockcaprock.comHQ: HQ not recorded; location: Park City, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Park City, UT, United States | 51-200 | Exact match | 84 contacts → |
“Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Accordia Group LLCaccordia-group.comHQ: HQ not recorded; location: Greenwich, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Greenwich, CT, United States | 51-200 | Exact match | 72 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Maybernmaybern.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 70 contacts → |
“Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ss&c Innovestadvent.comHQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 65 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Experoexperoinc.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 63 contacts → |
“Expero delivers unforgettable user experiences for finance.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  CV Advisorscv-advisors.comHQ: HQ not recorded; location: Aventura, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Aventura, FL, United States | 51-200 | Exact match | 52 contacts → |
“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,233 company matches
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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
1,225 records in the displayed employee bands.
8 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 the United States?
The saved snapshot records 1,233 matching company records, 17,300 tracked contacts and 7,023 verified emails. The public preview displays 25 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 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 Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states.
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 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
Company intelligence · public preview
Top 25 family office software providers based in the United States
RevenueBase records 1,233 matching company records for family office software providers based in the United States, with 17,300 tracked contacts and 7,023 verified work emails.
This public preview shows 25 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 25 family office software providers based in the United States
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 | Bessemer Trustbessemertrust.com HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Atlanta, GA, United States | 1,001-5,000 | Exact match | 1,338 contacts → |
“Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cressetcressetcapital.com HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 479 contacts → |
“Cresset is a firm built by clients, for clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Eton Solutions LPeton-solutions.com HQ: HQ not recorded; location: Morrisville, NC, United StatesReported employees: 201-500 | HQ not recorded; location: Morrisville, NC, United States | 201-500 | Exact match | 473 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Whittier Trust Companywhittiertrust.com HQ: HQ not recorded; location: Menlo Park, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Menlo Park, CA, United States | 201-500 | Exact match | 305 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RDV Corporationrdvcareers.com HQ: HQ not recorded; location: Grand Rapids, MI, United StatesReported employees: 51-200 | HQ not recorded; location: Grand Rapids, MI, United States | 51-200 | Exact match | 262 contacts → |
“RDV is a family office that was founded in 1991.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fi-Tekfi-tek.com HQ: HQ not recorded; location: Portage, MI, United StatesReported employees: 201-500 | HQ not recorded; location: Portage, MI, United States | 201-500 | Exact match | 221 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BMO Family Officebmofamilyoffice.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 191 contacts → |
“BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fiduciary Trust Companyfiduciary-trust.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 172 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stavtar Solutionsstavtar.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ballentine Partners, LLCballentinepartners.com HQ: HQ not recorded; location: Palm Beach Gardens, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Palm Beach Gardens, FL, United States | 51-200 | Exact match | 129 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pitcairnpitcairn.com HQ: HQ not recorded; location: Conshohocken, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Conshohocken, PA, United States | 51-200 | Exact match | 121 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Myvestmyvest.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 119 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Brainvest Brasilbrainvest.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Agillinkagillink.com HQ: HQ not recorded; location: El Segundo, CA, United StatesReported employees: 51-200 | HQ not recorded; location: El Segundo, CA, United States | 51-200 | Exact match | 119 contacts → |
“AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cheetahcheetahinc.com HQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 201-500 | HQ not recorded; location: Muncie, IN, United States | 201-500 | Exact match | 112 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Advyzonadvyzon.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 106 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ascent Private Capital Management Of U.S. Bankascent.usbank.com HQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Seattle, WA, United States | 51-200 | Exact match | 96 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gresham Partnersgreshampartners.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Matter Family Officematterfamilyoffice.com HQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 51-200 | HQ not recorded; location: St. Louis, MO, United States | 51-200 | Exact match | 87 contacts → |
“At Matter, families are our number-one priority.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Caprockcaprock.com HQ: HQ not recorded; location: Park City, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Park City, UT, United States | 51-200 | Exact match | 84 contacts → |
“Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Accordia Group LLCaccordia-group.com HQ: HQ not recorded; location: Greenwich, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Greenwich, CT, United States | 51-200 | Exact match | 72 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Maybernmaybern.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 70 contacts → |
“Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ss&c Innovestadvent.com HQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 65 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Experoexperoinc.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 63 contacts → |
“Expero delivers unforgettable user experiences for finance.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CV Advisorscv-advisors.com HQ: HQ not recorded; location: Aventura, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Aventura, FL, United States | 51-200 | Exact match | 52 contacts → |
“With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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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
1,225 records in the displayed employee bands.
8 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 the United States?
The saved snapshot records 1,233 matching company records, 17,300 tracked contacts and 7,023 verified emails. The public preview displays 25 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 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 Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Family office software providers based in Switzerland
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- 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