Avestar Capital
Avestar Capital is a US-based, founder-led multi-family office founded in 2017 that provides integrated wealth management, estate planning, philanthropic, and lifestyle services to ultra-high-net-worth families, with a technology-enabled platform and a recently launched Singapore hub for Asia-Pacific clients.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Avestar Capital does
Avestar Capital is a US-based, founder-led multi-family office founded in 2017 and headquartered in New York. The firm delivers integrated wealth management services to ultra-high-net-worth families, with a core offering that spans investment management, estate planning, philanthropic guidance, family governance, lifestyle services, and generational wealth transfer. Its stated differentiator is a technology-enabled platform combined with a diverse multi-disciplinary team, designed to provide holistic and customized solutions rather than siloed financial products.
The firm's go-to-market is relationship-driven and founder-led, with distribution handled through direct, personalized family-office engagements rather than transactional channels. Revenue is generated through recurring advisory and management fees typical of multi-family office structures, though pricing is not publicly disclosed. Avestar serves a primary segment of US-based UHNW families seeking long-term legacy creation and values-aligned wealth stewardship.
In January 2026, Avestar expanded internationally by launching a Singapore subsidiary (AVESTAR SINGAPORE PLC PTE. LTD.) as its Asia-Pacific hub, led by Zal Devitre as CEO. This move targets the growing concentration of UHNW wealth in Asia-Pacific and extends the firm's founder-led model to a new geography. The firm remains privately held with no disclosed parent company, and its only known funding event is a $3.5M round in July 2018.
Avestar Capital firmographics
Firmographics- Name
- Avestar Capital
- Legal name
- Avestar Capital LLC
- Website
- https://avestarcapital.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Avestar Capital is a US-based, founder-led multi-family office founded in 2017 that provides integrated wealth management, estate planning, philanthropic, and lifestyle services to ultra-high-net-worth families, with a technology-enabled platform and a recently launched Singapore hub for Asia-Pacific clients.
- Ownership category
- akta.pro rank
Avestar Capital industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Business & Succession Advisory (FSAAADAL), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Avestar Capital is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Avestar Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Family Office Services: Multi-family office services including investment management, estate planning, philanthropic guidance, and lifestyle services for ultra-high-net-worth families. Revenue likely derived from advisory fees and management fees typical of family office structures.
Go-to-market motion1 record
Distribution channels1 record
Avestar Capital product offering
Product offeringCore offering
Avestar Capital operates as a private multi-family office delivering an integrated suite of wealth management services to ultra-high-net-worth families. Its core offerings span investment management, estate planning, philanthropic guidance, and lifestyle services, with an emphasis on customization, family governance, and aligning family values with wealth management to enable long-term legacy creation and generational continuity.
Product overview
Avestar Capital operates as a multi-family office offering integrated wealth management services. Their primary offering is a comprehensive suite of family office services that includes investment management, estate planning, philanthropic guidance, and lifestyle services. The firm emphasizes customization, family governance, and integrating values with wealth management to ensure generational continuity for wealthy families. The company leverages technology and a diverse team to provide holistic solutions for modern, global families.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services
Companies that use Avestar Capital
Customer profileSegments2 records
Ideal customer profiles2 records
Avestar Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Avestar Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Avestar Capital competitors and assessment
Company assessmentDirect peers
- Pathstone: Multi-family office providing investment advisory, estate planning, and family office services to UHNW families, with a comparable comprehensive, fee-based service model.
- IQ-EQ: Global family office services firm offering investment advisory, estate planning, and family office administration across multiple jurisdictions, with strong APAC presence.
- Stonehage Fleming: International multi-family office offering investment management, estate planning, and family advisory to global UHNW families across multiple jurisdictions — comparable in cross-border UHNW service delivery.
- Bessemer Trust: US-based multi-family office serving UHNW families with integrated investment management, estate planning, and family governance services — directly comparable to Avestar's core offering and client segment.
- Brown Brothers Harriman (Wealth Management): Provides multi-family office and private wealth services to UHNW families with integrated investment, estate, and family advisory — comparable model and target segment.
- Pitcairn: Multi-family office serving UHNW families with integrated investment, estate, and family governance services — closely aligned to Avestar's holistic, family-office-as-platform approach.
Broad incumbents
- Northern Trust Wealth Management: Large incumbent wealth manager with global family office capabilities and institutional infrastructure — competes for the same UHNW clients though with broader portfolio and brand.
- Citi Private Bank: Global private bank with family office-style services and strong APAC footprint — broader incumbent offering investment advisory, estate, and lifestyle services to UHNW families.
- HSBC Private Banking: Global private bank with extensive Asia-Pacific UHNW coverage — broader incumbent whose family-office-style offerings compete directly with Avestar's holistic model in Singapore.
Regional players
- Raffles Family Office: Singapore-headquartered multi-family office serving Asia-based UHNW families — a direct regional competitor to Avestar's new Singapore hub in the same Asian wealth corridor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Avestar Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Avestar Capital leadership team
Management profileNumber of profiles
Profiles3 records
Avestar Capital subsidiaries and ownership
Company hierarchySubsidiaries1 record
Avestar Capital funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Avestar Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Avestar Capital
What does Avestar Capital do?
Avestar Capital operates as a private multi-family office delivering an integrated suite of wealth management services to ultra-high-net-worth families. Its core offerings span investment management, estate planning, philanthropic guidance, and lifestyle services, with an emphasis on customization, family governance, and aligning family values with wealth management to enable long-term legacy creation and generational continuity.
Is Avestar Capital a public or private company?
Avestar Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Avestar Capital founded?
Avestar Capital was founded in 2017. It employs 11 to 50 people.
Where is Avestar Capital based?
Avestar Capital is headquartered in New York, United States, in the North America region.
How does Avestar Capital make money?
One revenue line is on record: family Office Services.
Who are Avestar Capital's main competitors?
Direct peers on record are Pathstone, IQ-EQ, Stonehage Fleming, Bessemer Trust, Brown Brothers Harriman (Wealth Management) and Pitcairn. Broad incumbents are Northern Trust Wealth Management, Citi Private Bank and HSBC Private Banking. Raffles Family Office is listed as a regional player.
Does Avestar Capital have an API?
No public API is recorded for Avestar Capital.
What industry is Avestar Capital in?
Avestar Capital's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.