Unlock Family Office Intelligence
Access 4,100+ U.S. family offices mapped — revealing key decision-makers, investment strategies, and hidden ownership insights.
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Family offices operate quietly, but AdvizorPro makes them visible. Our AI-driven discovery and human verification uncover hidden offices, investment interests, and critical ownership connections - all in one trusted platform.
Spot Active Family Offices
Spot family offices that are actively allocating, expanding teams, or aligning around specific themes - from alternatives and direct investments to philanthropy and next-gen wealth initiatives.
Uncover the Hard-to-Reach
Surface hard-to-find family offices and principals through connected data on ownership, affiliations, and activity patterns - giving your team access to decision-makers traditional lists miss.
Map Decision-Makers & Ownership
Understand who holds real decision-making power - from founders and CIOs to affiliated RIAs and investment entities - so your outreach is focused, credible, and personalized.
Target the Right Family Offices
Identify and segment family offices by structure - single or hybrid - and by size of managed wealth, so your team can prioritize the relationships best aligned with your strategy.
See Who’s in Charge
Understand leadership hierarchies and reporting lines so your team connects directly with key decision-makers, not gatekeepers.
Connect With Verified Decision-Makers
Access up-to-date profiles of principals, CIOs, and partners - complete with contact intelligence to drive faster, higher-quality conversations.
Prioritize by Buying Power
Segment family offices by AUM to focus on the relationships with the greatest potential for allocation growth.
Understand Where They Invest
See each team’s focus areas - from equities and fixed income to alternatives - to align your product positioning and pitch to their current exposures.
Spot Emerging Opportunity
Track indicators of growth such as team hiring, recent investments, or new mandates - so your sales and marketing teams can reach out first.
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Deeper Insights. Smarter Targeting.
AdvizorPro brings public filings, proprietary research, and CRM-ready signals into one unified, prospecting-optimized view.
"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."
