UHNW Prospect Database
7,400+ family offices with wealth management needs. Includes net worth ranges ($100M-$5B+), current advisors, service gaps, and family member contacts. Updated quarterly for accuracy.
View UHNW FamiliesWealth Managers & RIAs
Grow AUM with ultra-high-net-worth family relationships
Access 7,400+ family offices seeking sophisticated advisory services. Our verified data reveals which families are looking for new advisors, their asset allocation needs, and the decision-makers who select wealth managers.
Target 4,200+ families actively evaluating advisors. Know their minimum account sizes ($10M-$500M+), service requirements, and reasons for switching advisors.
Connect with 2,800+ families managing generational wealth. Includes family member details, succession timelines, and next-generation decision-makers.
Identify 3,100+ families needing tax planning, estate planning, philanthropic advisory, or alternative investment access. Match your expertise to their needs.
Regional lists for market expansion: Northeast (1,800+), West Coast (1,500+), Southeast (1,200+), Texas (900+). Build presence in new markets strategically.
Access 1,600+ families with fragmented advisory relationships. Average 3-5 advisors per family. Prime targets for consolidation under single advisor.
UBS, Bessemer Trust, Northern Trust, and 500+ leading wealth managers use our data to identify ultra-high-net-worth prospects, win competitive pitches, and build multi-generational client relationships worth billions in AUM.
Built for AUM growth
Ultra-high-net-worth families need sophisticated advisory services. You provide them. Our verified CSV lists connect you with 7,400+ family offices worldwide, including net worth details, advisory needs, and direct contacts to decision-makers.
Advisor Transition Lists
4,200+ families actively evaluating new advisors. Know why they're switching, minimum account sizes ($10M-$500M+), and specific service requirements. Perfect timing for outreach.
Target Switching FamiliesMulti-Generational Wealth
2,800+ families with succession planning needs. Includes next-generation decision-makers, trust structures, family foundations, and generational wealth transfer timelines.
Access Next-Gen ContactsService-Specific Needs
Pre-filtered by advisory needs: Tax Planning (2,100+), Estate Planning (1,800+), Alternative Investments (1,600+), Philanthropic Advisory (1,200+), Family Governance (900+).
Match Your ExpertiseGeographic Markets
Regional UHNW lists: Northeast (1,800+), West Coast (1,500+), Southeast (1,200+), Texas (900+), International (2,000+). Build presence where wealth is concentrated.
Select Your MarketsClient acquisition strategies
Discover how leading wealth managers win ultra-high-net-worth clients, build multi-generational relationships, and grow AUM by billions through strategic family office engagement.
Get UHNW Playbook