Company lists · Data refreshed September 2026
Top 16 Family office software providers based in San Francisco, United States
RevenueBase identified 29 company matches for family office software providers associated with San Francisco, United States as of September 2026 and tracks 436 professional contacts across them, including 253 with verified work emails and 244 with mobile numbers. Across the United States, New York is the largest hub for this category (139 companies); San Francisco has 30.
This list covers company matches for family office software providers associated with San Francisco, 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 12, 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 16 largest family office software providers based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 121 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 117 contacts → | ||||
Exact match “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 45 contacts → | ||||
Exact match “Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Global Family Office and Investment Management Services” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “NT Capital Management is a single-family office based in the Bay Area, California.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “85% of what defines the structure and properties of the universe can't be observed directly and remains hidden to most.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Paradigm is a multi-family office that offers customized services to ultra-high net worth families in the Silicon Valley Bay Area.” Recorded in the RevenueBase company graph · Sep 12, 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 16 of 29 family office software providers based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 253 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office software providers based in San Francisco, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 50.0dHow 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 San Francisco, 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 253 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 12, 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 in the United States
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 San Francisco, United States?
RevenueBase identified 29 company matches for family office software providers associated with San Francisco, 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?
Myvest tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family office software providers?
New York leads the United States with 139 company records, followed by Miami (54) and Dallas (40). San Francisco has 30.
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 253 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 family office software providers based in San Francisco, 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 the United States
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- Family office software providers based in the United Kingdom
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- 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
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
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- New lists
- Family office software providers based in the United States
- 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
Company intelligence · public preview
Top 16 family office software providers based in San Francisco, 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 29 matching company records for family office software providers based in San Francisco, United States, with 436 tracked contacts and 253 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 16 family office software providers based in San Francisco, 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 |  Myvestmyvest.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Compoundcompoundplanning.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 117 contacts → |
“Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Halcyon Financial Technology, L.Phalcyonft.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 45 contacts → |
“Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Epiq Capital Groupepiqcg.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 38 contacts → |
“EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Way2b1way2b1.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vernal Point Advisorsvernalpoint.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Meridian Financial LLCmeridianfinllc.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Caerus Investment Advisors, LLCcaerusadvisor.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sivia Capitalsiviacapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Moment Partnersmomentpartners.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fire Capital Managementfirecapitalmanagement.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Simplex Heritagesimplexheritage.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Highshore Holdingshighshoreholdings.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Global Family Office and Investment Management Services” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  NT Capital Managementntcapitalmanagement.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“NT Capital Management is a single-family office based in the Bay Area, California.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Dark Matterdarkmatter.usHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“85% of what defines the structure and properties of the universe can't be observed directly and remains hidden to most.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Paradigm Family Office, LLCparadigmfo.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Paradigm is a multi-family office that offers customized services to ultra-high net worth families in the Silicon Valley Bay Area.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
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Family office software providers: dataset insights
September 12, 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
29 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 50.0dHow 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 12, 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 in the United States
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 San Francisco, United States?
The saved snapshot records 29 matching company records, 436 tracked contacts and 253 verified emails. The public preview displays 16 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 12, 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 the United States
- 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
Cite this list
RevenueBase Data Team. Top 16 family office software providers based in San Francisco, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states/san-francisco.
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 the United States
- 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
Company intelligence · public preview
Top 16 family office software providers based in San Francisco, United States
RevenueBase records 29 matching company records for family office software providers based in San Francisco, United States, with 436 tracked contacts and 253 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 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 16 family office software providers based in San Francisco, 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 | Myvestmyvest.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Compoundcompoundplanning.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 117 contacts → |
“Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Halcyon Financial Technology, L.Phalcyonft.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 45 contacts → |
“Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Epiq Capital Groupepiqcg.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 38 contacts → |
“EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Way2b1way2b1.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vernal Point Advisorsvernalpoint.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Meridian Financial LLCmeridianfinllc.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Caerus Investment Advisors, LLCcaerusadvisor.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sivia Capitalsiviacapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sivia Capital is a multi-family office that provides entrepreneurs, business owners and high net worth families with a unique and superior approach to asset management and wealth…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Moment Partnersmomentpartners.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fire Capital Managementfirecapitalmanagement.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Simplex Heritagesimplexheritage.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Highshore Holdingshighshoreholdings.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Global Family Office and Investment Management Services” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | NT Capital Managementntcapitalmanagement.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“NT Capital Management is a single-family office based in the Bay Area, California.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dark Matterdarkmatter.us HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“85% of what defines the structure and properties of the universe can't be observed directly and remains hidden to most.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Paradigm Family Office, LLCparadigmfo.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Paradigm is a multi-family office that offers customized services to ultra-high net worth families in the Silicon Valley Bay Area.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office software providers: dataset insights
September 12, 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
29 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 50.0dHow 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 12, 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 in the United States
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 San Francisco, United States?
The saved snapshot records 29 matching company records, 436 tracked contacts and 253 verified emails. The public preview displays 16 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 12, 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.
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Cite this list
RevenueBase Data Team. Top 16 family office software providers based in San Francisco, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/family-office-software-providers/united-states/san-francisco.
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 the United States
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