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

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

Created by potrace 1.10, written by Peter Selinger 2001-2011

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.