Company lists · Data refreshed September 2026

Top 25 Family offices investing in startups based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 225 companies tracked

RevenueBase identified 225 family offices investing in startups headquartered in New York, United States as of September 2026 and tracks 41,891 professional contacts across them, including 14,789 with verified work emails. New York is the largest hub.

This list covers family offices investing in startups headquartered in New York, 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

225Companies

41,891Contacts tracked

14,789Verified emails

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The 25 largest family offices investing in startups based in New York, United States

Ranked by team size

Top 25 of 225 family offices investing in startups based in New York, 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	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
4	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
5	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
6	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
7	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
8	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
9	First Manhattan	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	173 contacts →
	Indirect evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 19, 2026
10	Phoenix Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 19, 2026
11	Tocqueville Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	91 contacts →
	Partial evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
12	TAG Associates	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	85 contacts →
	Strong evidence “TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Source: RevenueBase Database · checked Sep 19, 2026
13	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	79 contacts →
	Partial evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
14	Summit Rock Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	76 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
15	Willett Advisors LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	48 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Wellington Shields	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	47 contacts →
	Indirect evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 19, 2026
17	Park Avenue Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Partial evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 19, 2026
18	FFT Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “FFT Wealth Management has joined Corient.” Source: RevenueBase Database · checked Sep 19, 2026
19	FFO	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	41 contacts →
	Strong evidence “Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors.” Source: RevenueBase Database · checked Sep 19, 2026
20	Klingenstein Fields Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 19, 2026
21	East Rock Capital, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	38 contacts →
	Partial evidence “East Rock Capital, LLC is an investment firm based in New York City, managing over $4.5 billion on behalf of a select group of high-net-worth families.” Source: RevenueBase Database · checked Sep 19, 2026
22	Bravia Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	31 contacts →
	Strong evidence “Founded in by Bharat Bhisé, Bravia Capital is a privately held, independent single-family office with a nearly two-decade track record of entrepreneurial investing.” Source: RevenueBase Database · checked Sep 19, 2026
23	Concord International Investments, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	26 contacts →
	Indirect evidence “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Source: RevenueBase Database · checked Sep 19, 2026
24	Bridgewater Advisors INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
25	Klingman And Associates, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” 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 225 family offices investing in startups based in New York, United States

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Family offices investing in startups based in New York, United States at a glance

As of Sep 19, 2026

35.3%Verified-email coverage

186.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 225 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 New York, 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 New York 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, 14,789 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 in the United States

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 New York, United States?

RevenueBase identified 225 family offices investing in startups headquartered in New York, 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 14,789 verified decision-maker contacts tracked across these 225 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.