Prospect Smarter With the Most Comprehensive Family
Office Database
Access 4,200+ verified U.S. family offices with ownership, AUM, and investment data. Purpose-built for asset managers, fundraisers, and private-market teams.
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If you’re searching for a family office database built for accuracy, action, and complete market coverage, you’ve found it. We built AdvizorPro to help asset managers, fund distributors, and private market professionals identify, understand, and engage verified family offices with clarity and speed.
Our platform goes beyond surface-level data. It uncovers active, hard-to-find family offices that other databases often miss - delivering fresh, verified insights and context you can act on, not static records that go stale.
Behavioral Signals
Track philanthropic patterns, investment disclosures, and deal activity to anticipate movement before it hits the market. AdvizorPro’s AI highlights growth and expansion signals in real time.
Comprehensive Discovery
Our AI engine scans SEC filings, news archives, and proprietary research to surface new and hidden family offices across the U.S., keeping your prospect lists fresh and accurate.
Ownership & Wealth Origin
Understand how each family office built its wealth, from operating companies to liquidity events, and use that insight to tailor your outreach for stronger connections.
Built on Accuracy and Compliance
Every record in AdvizorPro’s Family Office Database is verified through AI-assisted discovery and human validation. Our data team reviews source quality continuously, aligning with SEC and FINRA standards to ensure compliant, trustworthy data your teams can act on with confidence.
Designed for Every Team That Needs Clarity
Whether you’re managing distribution, raising capital, or building partnerships, AdvizorPro helps you find and connect with the right family offices faster.
Asset Managers
Identify allocators aligned with your investment strategies. Segment by AUM, wealth origin, and portfolio focus to refine your outreach and shorten your sales cycle.
Start Free TrialFundraisers
Pinpoint verified decision-makers and capital allocators across single and multi-family offices. Build targeted lists that actually convert.
Start Free TrialPrivate Equity Firms & Placement Agents
Surface hidden single-family offices investing directly in private markets. Uncover behavioral signals that reveal who’s actively deploying capital.
Start Free TrialWealthtech & Custodians
Discover potential partners, custodial opportunities, and early adopters for your technology platform. All from one unified view.
Start Free TrialKey Features of the Family Office Database
Each data field in AdvizorPro is built to save time, remove guesswork, and reveal opportunity.
Office Type
See whether a firm operates as a single-family or multi-family office, plus team size and leadership details to guide your targeting strategy.
Ownership
Map ownership structures and reporting lines to identify decision-makers and influencers across generations.
Key Contacts
Access verified contact information for CIOs, portfolio managers, and investment analysts. Every email and phone number is validated for accuracy.
AUM Estimation
View total estimated assets under management and allocation style - equities, alternatives, private credit, real estate, and more.
Investment Activity
See who they invest with, what sectors they focus on, and how active they are across fund vintages and geographies.
Expansion Signals
Spot emerging investment themes - ESG, impact, technology, or direct private investments - before they reach the broader market.
CRM Integration
Push profiles directly into Salesforce, HubSpot, Microsoft Dynamics, or Snowflake. With no manual imports your CRM stays automatically enriched with verified data.
Geography & Mandate
Filter family offices by regions they invest in and the sectors they prioritize - real estate, private credit, and more.
Direct Deal Appetite
Spot family offices pursuing direct private deals vs. third-party managers, including check-size ranges and preferred deal stages.
Seamless CRM Delivery
Your data shouldn’t live in a spreadsheet. AdvizorPro connects directly with your existing tech stack so insights move seamlessly from platform to pipeline.
Push verified family office profiles straight into your CRM. No CSVs or manual uploads required.
Your CRM stays automatically enriched and aligned, turning data accuracy into measurable results for every sales and marketing workflow.
AdvizorPro’s AI continuously scans public filings, news coverage, and philanthropy reports to surface the data signals that matter most, including:
Every attribute connects back to a verified record, giving you a complete, actionable view of each family office.
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Deeper Insights. Smarter Targeting.
Family offices operate quietly and strategically, often across multiple entities, advisors, and generations. AdvizorPro brings that complexity into focus.
Our AI-driven discovery engine blends regulatory filings, proprietary research, and real-time behavioral signals to reveal relationships others miss. You’ll see investment behavior, portfolio exposure, and leadership structures in one connected view, helping your team prioritize the right opportunities faster.
When your team builds a list with AdvizorPro, it isn’t just accurate. It’s strategic.
Why Legacy Family Office Lists Fall Short
Traditional family office databases struggle to keep pace with today’s private-market activity. Outdated spreadsheets and static lists can’t tell you who’s real, who’s active, or where opportunities are moving next.
- Incomplete coverage that misses single-family offices.
- Inaccurate or stale contacts that slow outreach and waste cycles.
- Generic contacts with no insight into investment focus or ownership.
- No CRM integration, leaving data disconnected from your workflow.
- Limited transparency around data sources or refresh cadence.
The AdvizorPro Difference:
- Verified, Multi-Source Discovery
Our AI scans SEC filings, news archives, investment disclosures, and philanthropy reports to identify and verify every office. - True Ownership Transparency
See where wealth originates, from operating companies, generational transfers, or liquidity events, to qualify prospects instantly. - Continuous RefreshAdvizorPro’s AI continuously scans filings, disclosures, news, and online signals to keep family office profiles current. This rolling-update model ensures you always have an accurate, compliant, and up-to-date view of each family office.
Data shouldn’t slow you down. AdvizorPro turns intelligence into action, helping you move from research to outreach in less time.
From Static Lists to Living Intelligence
Each data field in AdvizorPro is built to save time, remove guesswork, and reveal opportunity.
Before AdvizorPro
- Relying on outdated spreadsheets or incomplete databases.
- Unclear ownership details and unverifiable contacts.
- No visibility into decision-makers or investment preferences.
- Hours lost cleaning data instead of building relationships.
With AdvizorPro
- Every record verified and refreshed daily.
- Ownership and wealth origins clearly mapped.
- CRM-ready data that syncs automatically.
- Outreach focused on qualified, active family offices.
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"AdvizorPro has been great. From their service and responsiveness, to the usability of the portal and the quality and organization of the data, we have been very happy since partnering with them."
Start a free trial and prospect smarter
Frequently Asked Questions About Our Family Office Database
You’ll gain access to over 4,200 U.S. family offices with verified contacts, ownership data, investment activity, and AUM estimates. We combine regulatory filings, news, and proprietary research for a complete view of each office.
Our family office database is refreshed daily. New offices, personnel changes, and deal activity are verified continuously by our AI system and data specialists.
Yes. We integrate directly with Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and custom APIs. Your CRM stays automatically enriched with up-to-date contacts and firm details.
Absolutely. You can filter by office type, team size, and structure, making it easy to tailor your outreach to the right kind of investor.
Yes. Each record includes AUM estimates, asset class exposure, and investment activity drawn from filings and verified disclosures. You’ll know where they’re investing before you make contact.
Every contact is verified through a mix of automation and human validation. We confirm email deliverability, phone accuracy, and role details daily.
Yes. Our behavioral layer identifies patterns across charitable foundations, endowments, and public donations, often early indicators of strategic or generational shifts.
You can begin with a free trial. You’ll see exactly how our family office database works, test filters, and explore CRM integration before deciding on a subscription. Setup is fast, and our team guides you every step of the way.