Company lists · Data refreshed September 2026

Top 25 Family offices investing in startups based in the United States

Name: Family offices investing in startups based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 3,000 companies tracked

RevenueBase identified 3,000 family offices investing in startups headquartered in the United States as of September 2026 and tracks 81,011 professional contacts across them, including 35,203 with verified work emails. New York is the largest hub.

This list covers family offices investing in startups 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 19, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

3,000Companies

81,011Contacts tracked

35,203Verified emails

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The 25 largest family offices investing in startups based in the United States

Ranked by team size

Top 25 of 3,000 family offices investing in startups based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices investing in startups: 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026
2	Bank Of America Private Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,898 contacts →
	Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 19, 2026
3	Creative Planning	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,885 contacts →
	Indirect evidence “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Source: RevenueBase Database · checked Sep 19, 2026
4	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 19, 2026
5	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 19, 2026
6	Bessemer Trust	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,346 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 19, 2026
7	Focus Partners	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,249 contacts →
	Indirect evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 19, 2026
8	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
9	Northern Trust Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	10001+	771 contacts →
	Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 19, 2026
10	Pathstone	Strong evidence	Englewood, NJ, United StatesHQ checked Sep 19, 2026	501-1,000	692 contacts →
	Strong evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
11	Wells Fargo Private Bank	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	10001+	676 contacts →
	Indirect evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 19, 2026
12	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 19, 2026
13	Lido Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	201-500	542 contacts →
	Partial evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 19, 2026
14	BMO Wealth Management - U.S	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	5,001-10,000	534 contacts →
	Partial evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 19, 2026
15	Cresset	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	501-1,000	472 contacts →
	Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 19, 2026
16	Steward Partners	Partial evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	501-1,000	443 contacts →
	Partial evidence “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Source: RevenueBase Database · checked Sep 19, 2026
17	Fiduciary Trust International	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	419 contacts →
	Indirect evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 19, 2026
18	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 19, 2026
19	Whittier Trust Company	Strong evidence	Pasadena, CA, United StatesHQ checked Sep 19, 2026	201-500	303 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 19, 2026
20	Argent Financial Group, INC	Partial evidence	Ruston, LA, United StatesHQ checked Sep 19, 2026	501-1,000	249 contacts →
	Partial evidence “Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Source: RevenueBase Database · checked Sep 19, 2026
21	Caprae Capital Partners	Strong evidence	Glendale, United StatesHQ checked Sep 19, 2026	n/a	248 contacts →
	Strong evidence “Caprae Capital Partners is a family office investment platform that is not a traditional PE fund - we are a tech-enabled business built to change the lower middle market PE space.” Source: RevenueBase Database · checked Sep 19, 2026
22	SCS	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	243 contacts →
	Indirect evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 19, 2026
23	BBR Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	242 contacts →
	Indirect evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
25	Fremont Group	Strong evidence	San Francisco, NY, United StatesHQ checked Sep 19, 2026	51-200	195 contacts →
	Strong evidence “Fremont Group is the family office for the Bechtel Family.” Source: RevenueBase Database · checked Sep 19, 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 offices investing in startups. 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 offices investing in startups.
Partial evidence: Its own public description names part of family offices investing in startups, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices investing in startups. 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 3,000 family offices investing in startups based in the United States

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Family offices investing in startups based in the United States at a glance

As of Sep 19, 2026

43.5%Verified-email coverage

27.0Average contacts per company

1-10Median size (employees)

7.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

2,040

11-50

737

51-200

161

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,000 companies.

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 offices investing in startups, 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 offices investing in startups”. 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 offices investing in startups), 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 offices investing in startups, 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, 35,203 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 19, 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 offices investing in startups 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 offices investing in startups, 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 offices investing in startups are there based in the United States?

RevenueBase identified 3,000 family offices investing in startups 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most family offices investing in startups?

New York leads with 225 headquartered companies, followed by Miami (76) and Chicago (74).

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 35,203 verified decision-maker contacts tracked across these 3,000 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 19, 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.