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, its RevenueBase Smart Search rating, 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 Smart Search, 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 Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to family office software providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Bessemer Trust	Strong evidence	Atlanta, GA, United States	1,001-5,000	1,338 contacts →
	Strong evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 2, 2026
2	Cresset	Indirect evidence	Atlanta, GA, United States	201-500	479 contacts →
	Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 2, 2026
3	Eton Solutions LP	Strong evidence	Morrisville, NC, United States	201-500	473 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
4	Whittier Trust Company	Strong evidence	Menlo Park, CA, United States	201-500	305 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
5	RDV Corporation	Strong evidence	Grand Rapids, MI, United States	51-200	262 contacts →
	Strong evidence “RDV is a family office that was founded in 1991.” Source: RevenueBase Database · checked Sep 2, 2026
6	Fi-Tek	Indirect evidence	Portage, MI, United States	201-500	221 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
7	BMO Family Office	Strong evidence	Chicago, IL, United States	51-200	191 contacts →
	Strong evidence “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: RevenueBase Database · checked Sep 2, 2026
8	Fiduciary Trust Company	Partial evidence	Boston, MA, United States	51-200	172 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
9	Stavtar Solutions	Partial evidence	New York, NY, United States	51-200	162 contacts →
	Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 2, 2026
10	Ballentine Partners, LLC	Strong evidence	Palm Beach Gardens, FL, United States	51-200	129 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
11	Pitcairn	Partial evidence	Conshohocken, PA, United States	51-200	121 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
12	Myvest	Indirect evidence	San Francisco, CA, United States	51-200	119 contacts →
	Indirect evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 2, 2026
13	Brainvest Brasil	Strong evidence	Miami, FL, United States	51-200	119 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
14	Agillink	Strong evidence	El Segundo, CA, United States	51-200	119 contacts →
	Strong evidence “AgilLink services the needs of family offices, business managers and sports advisor firms that offer pay bill and accounting services.” Source: RevenueBase Database · checked Sep 2, 2026
15	Cheetah	Indirect evidence	Muncie, IN, United States	201-500	112 contacts →
	Indirect evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 2, 2026
16	Advyzon	Indirect evidence	Chicago, IL, United States	51-200	106 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
17	Ascent Private Capital Management Of U.S. Bank	Partial evidence	Seattle, WA, United States	51-200	96 contacts →
	Partial evidence “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: RevenueBase Database · checked Sep 2, 2026
18	Gresham Partners	Strong evidence	Chicago, IL, United States	51-200	87 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
19	Matter Family Office	Partial evidence	St Louis, MO, United States	51-200	87 contacts →
	Partial evidence “At Matter, families are our number-one priority.” Source: RevenueBase Database · checked Sep 2, 2026
20	Caprock	Strong evidence	Park City, UT, United States	51-200	84 contacts →
	Strong evidence “Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients.” Source: RevenueBase Database · checked Sep 2, 2026
21	Accordia Group LLC	Strong evidence	Greenwich, CT, United States	51-200	72 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
22	Maybern	Indirect evidence	New York, NY, United States	51-200	70 contacts →
	Indirect evidence “Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.” Source: RevenueBase Database · checked Sep 2, 2026
23	Ss&c Innovest	Indirect evidence	New York, United States	51-200	65 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
24	Expero	Indirect evidence	Austin, TX, United States	51-200	63 contacts →
	Indirect evidence “Expero delivers unforgettable user experiences for finance.” Source: RevenueBase Database · checked Sep 2, 2026
25	CV Advisors	Strong evidence	Aventura, FL, United States	51-200	52 contacts →
	Strong evidence “With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building…” Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office software providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names family office software providers.
Partial evidence: Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

40.6%Verified-email coverage

45.4%Mobile-number coverage

14.0Average contacts per company

1-10Median size (employees)

11.3%Largest-city concentration · New York

Sep 2, 2026Page data 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 RevenueBase Smart Search 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 Smart Search, 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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 its RevenueBase Smart Search 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

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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 Smart Search, 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.