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Family Office Databases

Family Office Databases is a portal for identifying and contacting family offices, private investors, angel investors, and other prospective investors.

Place
#4 of 31
Score
6.8
Family Office Databases's website

What Family Office Databases is

Family Office Databases is a portal for identifying and contacting family offices, private investors, angel investors, and other prospective investors. It advertises access to 22,000 investor profiles, which may include firm details, assets under management, contact information, job titles, location, investment interests, company history, notes, websites, and LinkedIn information. The site says listings are verified by phone, email, or web within the previous six months. Users can search investor records, access events and recorded investor talks, and use AI tools for investor targeting and capital raising. Data can be exported to CSV or Excel and brought into a CRM, but exports, printing, and custom filtered downloads require a PRO license; otherwise, database access is through the portal. The site says its data can be imported into any CRM. Plans include access to one database or all investor databases, with listed options billed first at $495 a month, $799 a month, or $997 a month, then at $79 per month. An annual option is $1,350 a year, billed at $1,350 for the first year then $79 per month. A free trial is available, but there is no free plan. The service was founded in 2007 and supports Android, iOS, and web access.

Good

  • Advertises 22,000 investor profiles
  • Listings verified within the previous six months
  • Includes investor search, events, and recorded talks
  • Free trial available

Watch out

  • No free plan
  • Exports, printing, and filtered exports require a PRO license
  • Database access is otherwise portal-only

Who it suits

Family Office Databases suits people and organizations seeking contacts among family offices, private investors, angel investors, and other prospective investors. It may be useful to users who want investor-search tools and CRM-compatible data.

Verdict

Family Office Databases combines investor profiles with search, event, and targeting tools. Review the first-billing amounts and PRO export requirement when comparing its plans.

Plans and prices

From Family Office Databases's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Accredited Investor Database$495 a monthChoose one database · PRO export upgrade available · $495/First Month then $79/Month
Investor Pipeline Builder$799 a monthAll investor databases · portal access only · Excel download requires PRO upgrade · $799/First Month then $79/Month
Premium Family Office Database$997 a monthChoose one database · PRO export upgrade available · $997/First Month then $79/Month
Investor Pipeline Builder (Annual)$1,350All investor databases · portal access only · Excel download requires PRO upgrade · $1,350/First Year then $79/Month

The facts

Each one read from Family Office Databases's own pages, with the date it was checked.

What it does

Database size
The site advertises access to 22,000 investor profiles.checked 4 Oct 2026
Data verification
The site says listings are confirmed by phone, email, or web verification within the last six months.checked 4 Oct 2026
Export limits
Excel and CSV export, printing, and custom filtered exports require a PRO license; database access is otherwise portal-only.checked 4 Oct 2026
Features
The portal includes investor search, event access, recorded investor talks, and artificial intelligence tools for investor targeting and capital raising.checked 4 Oct 2026
Integrations
Data can be exported as CSV or Excel and imported into a CRM; the site says its data can be imported into any CRM.checked 4 Oct 2026
Payment security
The checkout page accepts credit card payments through Stripe and describes payments as secure and safe.checked 4 Oct 2026
Profile fields
Profiles may include firm name, assets under management, contacts, job titles, phone numbers, email addresses, location, investment interests, company history, notes, website, and LinkedIn information.checked 4 Oct 2026
Purpose
The product provides investor and family office databases to help users identify and contact prospective investors.checked 4 Oct 2026
Quality guarantee
The site offers a refund equal to four times the value per listing found not to be a family office wealth management firm.checked 4 Oct 2026
Support
The site lists support by email at [email protected] and by phone at (305) 677-3327.checked 4 Oct 2026
Who it is for
The site markets the databases to people and organizations seeking family offices, private investors, angel investors, and other investor contacts.checked 4 Oct 2026

The company

Founded
2007checked 28 Sep 2026
Headquarters
Kailua, Hawaii, United Stateschecked 28 Sep 2026

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