Company lists · Data refreshed September 2026

Top 25 Single family offices based in San Francisco, United States

RevenueBase identified 68 single family offices headquartered in San Francisco, United States as of September 2026 and tracks 1,297 professional contacts across them, including 571 with verified work emails. New York is the largest hub.

This list covers single family offices headquartered in San Francisco, 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 22, 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 22, 2026 86% judged on-target in blind review
68Companies
1,297Contacts tracked
571Verified emails
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The 25 largest single family offices based in San Francisco, United States

Ranked by team size
Top 25 of 68 single family offices based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to single family offices: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202610001+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 22, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-200129 contacts →

Indirect evidence

“Parallel Advisors is a registered, independent wealth management firm.”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceSan Francisco, United StatesHQ checked Sep 22, 2026501-1,000129 contacts →

Indirect evidence

“First Republic is now part of JPMorgan Chase.”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-20051 contacts →

Indirect evidence

“Since 2004, BakerAvenue has guided clients through personal and professional transitions.”

Source: RevenueBase Database · checked Sep 22, 2026
5Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-20038 contacts →

Strong evidence

“EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5021 contacts →

Partial evidence

“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceSan Francisco, United StatesHQ checked Sep 22, 20261-1021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5018 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5016 contacts →

Indirect evidence

“We believe everyone can reach his or her goals through repeatable, intentional actions.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202611-5011 contacts →

Indirect evidence

“Your business fuels your wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-1010 contacts →

Strong evidence

“We are founder-focused investors, with a value-driven, data-backed approach Tamar Capital (TC) is a Family Office combining asset management, cash management, risk management and…”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 202651-2008 contacts →

Indirect evidence

“We’re now LNW!”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS.”

Source: RevenueBase Database · checked Sep 22, 2026
14Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Strong evidence

“Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.”

Source: RevenueBase Database · checked Sep 22, 2026
15Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-107 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“At Moment Partners, we believe the future of wealth demands more than advice, it requires access, clarity, and partnership.”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“Jackson Square Capital helps ordinary people manage extraordinary wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in…”

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Indirect evidence

“Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.”

Source: RevenueBase Database · checked Sep 22, 2026
22Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-104 contacts →

Partial evidence

“At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…”

Source: RevenueBase Database · checked Sep 22, 2026
24Indirect evidenceSan Francisco, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Private Wealth Management: Ultra-tailored, Tax-aware, Fiduciary At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient…”

Source: RevenueBase Database · checked Sep 22, 2026
25Strong evidenceSan Francisco, United StatesHQ checked Sep 22, 20261-102 contacts →

Strong evidence

“Simplex Heritage is the first Japanese multi-family office with a merchant banking platform.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 68 single family offices based in San Francisco, United States

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Single family offices based in San Francisco, United States at a glance

As of Sep 22, 2026
44.0%Verified-email coverage
19.1Average contacts per company
1-10Median size (employees)
404.4%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
9
51-200
4
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 68 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 single family offices, 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 San Francisco, United States whose own description of what they do matches “single family offices”. 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 single family offices), 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 single family offices, and records with no verified work email. Companies headquartered outside San Francisco 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, 571 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 22, 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.

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 single family offices, 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 single family offices are there based in San Francisco, United States?

RevenueBase identified 68 single family offices headquartered in San Francisco, 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?

Wells Fargo Private Bank, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most single family offices?

New York leads with 275 headquartered companies, followed by Dallas (118) and Houston (102).

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 571 verified decision-maker contacts tracked across these 68 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 22, 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.