Loading profile…
Loading profile…
Curated databases · Company database
All technology firms serving family offices.
Records
440
277 match now · you receive the frozen v4 snapshot
Price
5 cr
Sample (redacted)
| Name | Firm type | Website | Tagline |
|---|---|---|---|
| 1fs Wealth | Technology Firm | ••• | Consolidate investments and collectables across 24 asset classes in one platform. |
| 9fin | ••• | The faster, smarter way to find debt market intelligence | |
| Abbove | Technology Firm | ••• | Collaborative wealth planning platform connecting advisors, families, and their assets. |
| Accrete | Technology Firm | ••• | Autonomous AI agents for complex, high-stakes enterprise decisions. |
| Addepar | Technology Firm | ••• | Portfolio reporting and analytics for complex family office wealth structures. |
| Advisor 360 | Technology Firm | ••• | Unified wealth technology platform connecting advisors, data, and client workflows. |
Sign in to buy this database.