Company lists · Data refreshed September 2026

Top 11 Family offices based in West Palm Beach, United States

Name: Family offices based in West Palm Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 28 companies tracked

RevenueBase identified 28 company matches for family offices associated with West Palm Beach, United States as of September 2026 and tracks 527 professional contacts across them, including 196 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); West Palm Beach has 28.

This list covers company matches for family offices associated with West Palm Beach, 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 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

28Companies

527Contacts tracked

196Verified emails

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The 11 largest family offices based in West Palm Beach, United States

Ranked by team size

Top 11 of 28 company matches for family offices based in West Palm Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	AMG	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	201-500	297 contacts →
	Exact match “AMG is a leading partner to independent investment management firms globally.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Excel Empire	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	11-50	32 contacts →
	Exact match “As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Asena Family Office	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “Asena Family Office is a transactionally led internationally focused multi-family office eco-system that supports private clients, family offices and portfolio companies they…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Paulson Wealth Management	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	1-10	18 contacts →
	Exact match “At Paulson Wealth Management, we take pride in delivering exceptional, comprehensive financial services, meticulously tailored to meet the unique needs of each client.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Family Office Networks	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Family Office Networks is the premier global community for families to share information and intelligence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	The Batallan Group Family Office	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	51-200	9 contacts →
	Exact match “ACQUIRE.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Affiliated Private Investors, LLC	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “API is a privately held multi-family office that provides investment advisory services to private Investors, family offices, & related entities.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	L3 Family Wealth Partners	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “At L3 Family Wealth Partners our family business focuses on creating customized comprehensive financial plans to help you and your family achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Legacy Financial Partners	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “We are one of South Florida's premier retirement and investment specialists.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Memory Trees	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Memory Trees is a Community Development organization driven by a heartfelt Mission of "Giving Back Life In Abundance", through charitable investment management services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Gulfcrest Capital	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Gulfcrest is the registered investment advisory arm of a 50-year-old family office with a presence in South Florida and Switzerland.” Recorded in the RevenueBase company graph · Sep 19, 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 offices”. 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 11 of 28 family offices based in West Palm Beach, United States

See the full list, filter by size, metro and specialty, and access 196 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family offices based in West Palm Beach, United States at a glance

As of Sep 19, 2026

37.2%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for West Palm Beach, so it is reported there. Company counts and contact totals on this page are exact for West Palm Beach, over 28 companies.

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 West Palm Beach, United States whose business descriptions match “family offices” 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 196 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 19, 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 offices 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 offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family offices are there based in West Palm Beach, United States?

RevenueBase identified 28 company matches for family offices associated with West Palm Beach, 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?

AMG 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 offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). West Palm Beach has 28.

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 196 professional contacts with verified work emails tracked across these 28 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 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 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.