Company lists · Data refreshed September 2026
Top 24 Multi-family office software companies based in New York, United States
RevenueBase identified 109 multi-family office software companies headquartered in New York, United States as of September 2026 and tracks 3,521 professional contacts across them, including 1,060 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers multi-family office software companies 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 29, 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.
The 24 largest multi-family office software companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 330 contacts → | ||||
Partial evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 163 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 105 contacts → | ||||
Indirect evidence “Our purpose is to simplify the challenges that come with generational wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 91 contacts → | ||||
Indirect evidence “Masttro is the leading provider of wealth management technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 82 contacts → | ||||
Indirect evidence “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 66 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 45 contacts → | ||||
Strong evidence “Aleta is purpose-built family office software for forward-thinking families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 45 contacts → | ||||
Indirect evidence “FFT Wealth Management has joined Corient.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 42 contacts → | ||||
Indirect evidence “OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 26 contacts → | ||||
Partial evidence “IntegriDATA is a financial technology software and consulting company dedicated to helping alternative investment managers improve efficiency and reduce risk.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 26 contacts → | ||||
Strong evidence “Grassy Creek LLC is a first-generation single-family office.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 26 contacts → | ||||
Strong evidence “IIG is a private single-family office dedicated to managing the proprietary capital of its founding members through advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 22 contacts → | ||||
Strong evidence “Malkin Holdings is a NY-based single-family office.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 22 contacts → | ||||
Strong evidence “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 21 contacts → | ||||
Partial evidence “Stelac is a multifamily office registered as an investment advisor with the SEC with presence in New York, Miami, Lima, Monterrey, Bogota and Madrid.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Strong evidence “HRS Management is a multi-faceted, single family office leveraging a long-dated capital base and investing across multiple asset classes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 contacts → | ||||
Strong evidence “Beamonte Investments is a New York–based Single Family Office (SFO) with no outside limited partners, allowing us to take a long-term, flexible approach to investing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 contacts → | ||||
Strong evidence “ASG Equities (ASG), headquartered in New York, is the family office of the Gindi Family and has over 50 years of global real estate experience.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Strong evidence “Dominion Capital is a family office based in New York City.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Strong evidence “Wildcat Capital Management was founded in 2011 as the single-family office for David Bonderman and focuses on making partnership centric investments in leading companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: multi-family office software companies. 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 multi-family office software companies.
- Partial evidence
- Its own public description names part of multi-family office software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-family office software companies. 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 24 of 109 multi-family office software companies based in New York, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,060 reachable decision-makers.
Free signup · no credit card
Multi-family office software companies based in New York, United States at a glance
As of Sep 29, 2026Companies by employee count
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 109 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 multi-family office software companies, 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 “multi-family office software companies”. 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 multi-family office software companies), 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 multi-family office software companies, 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, 1,060 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 29, 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.
Multi-family office software companies 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 multi-family office software companies, 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 multi-family office software companies are there based in New York, United States?
RevenueBase identified 109 multi-family office software companies 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?
Bessemer Trust, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most multi-family office software companies?
New York leads the United States with 109 headquartered companies, followed by Miami (45) and Dallas (31).
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 1,060 verified decision-maker contacts tracked across these 109 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 109 multi-family office software companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Multi-family office software companies by geography
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
- Multi-family office software companies based in Geneva, Switzerland
- Multi-family office software companies based in Zurich, Switzerland
- Multi-family office software companies based in Dubai, United Arab Emirates
- Multi-family office software companies based in London, United Kingdom
- Multi-family office software companies based in Chicago, United States
- Multi-family office software companies based in Dallas, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore