Leading Family Office Database Provider
Unlock Family Office Capital
With AdvizorPro’s family office database, you get access to a high-quality list of family offices to more effectively identify and raise family office capital. Access fresh intel and contact data on the single-family offices that you want to connect with.
AdvizorPro provides instant access to a comprehensive database of family offices designed to help you identify, access, and raise capital. An investment in an extensive family office list will amplify your growth goals.
Gain Access to Family Offices
Detailed Profiles for Over
$5.5 Trillion in Family Office Capital
& Much More…
Powerful search Functionality at the SFO and Decision Maker level
- AUM
- Location
- Wealth Origin
- Asset Class Interest
- Key Decision Makers
Discover Decision Makers whose Focus and Goals complement your firm
Build your perfect lists of single-family offices by discovering, targeting, and engaging new decision-makers to sell to. Find detailed profiles and executive contacts to strengthen your family office list.
State-of-the-art data enhancement technology
If you’re in search of investment committee members or decision-makers with a specific interest, you’ve come to the right place. AdvizorPro gives you the ability to tap into the most accurate and comprehensive family office information for your desired market. Search with multiple criteria for a more specific list in the family office industry.
Direct integrations with Hubspot & Salesforce
Our platform enables automatic data enrichment and maintenance processes, eliminating stale data and the need for tedious tasks. With our platform integration, there’s no need for manual data updates or wasted resources on your family office database investment.
See How AdvizorPro can power your business
Save Time With Better Targeting
Updated 24/7
Constant updates via our tech and data team ensure you have the most fresh data at your fingertips
Wealth Origin
Understand the source of wealth behind the family offices
AUM Coverage
Extensive AUM details to help you target family offices of the right size.
Asset Class Interest
Target the best family offices based on asset classes of interest
Key Decision Makers
Avoid wasted time by focusing on key decision-makers and investment committee members
Allocation Themes
Specifically search for family offices and contacts by niche allocation themes through detailed profiles including ESG, technology, and more
Obtaining accurate data for capital raising within the single-family office sector remains a significant challenge today. I’m proud of the advanced technology and process our team has developed, offering us a substantial advantage in delivering continuously updated and accurate lead data.
AdvizorPro Founder
Michael Magnan
Smarter Outreach = More Conversions
Acquire Focused Lead Lists
Effortlessly create precise lists from our single-family offices database by utilizing an array of search filters such as AUM, asset class interest, location, role, title, and more.
Refine Your Communication
Enhance your outreach endeavors by considering the individual interests of your prospects, including hobbies, educational history, career passions, areas of specialization, and more.
Elevate Your CRM
Boost productivity by eliminating the requirement for manual data entry. Effortlessly transfer lists to your preferred CRM with a single click, seamlessly enriching it with actionable information.
Collaborate with Our Team
Committed to client success, AdvizorPro collaborates with your team to assist you in utilizing our family office database to connect with your target audience and ensure your success.