What Family Office Access does

Family Office Access is a cloud-based, subscription B2B intelligence platform that provides verified contact and mandate data on family offices globally, alongside strategic advisory and community programming. Founded in 2001 as the Family Office List and rebranded under current ownership in 2016, the platform catalogs 20,121 offices and RIAs, 26,993 contacts, and 24,699 direct emails representing over $10 trillion in collective family-office AUM. Core product mechanics consist of a searchable database with 50+ filter criteria, daily human-verified data updates, Excel export into customer CRMs, and saved searches that auto-refresh as new offices are added (50+ per month). The company sells three regional subscription tiers — Global ($3,995/yr), North America ($2,495/yr), and International ($2,495/yr) — plus a monthly option with a 3-month minimum, and bundles a money-back data accuracy guarantee.

The company's customer base is horizontal, spanning PE/VC firms, fund managers, business startups, hedge funds, broker-dealers, investment banks, luxury providers, real estate developers, and financial advisors. Distribution is primarily self-serve online, supplemented by an inside sales team for enterprise and custom research, plus event-based partnerships (DC Finance, JABOY Productions) and educational programming (MasterClasses, Lunch & Learn sessions) that double as content marketing. In February 2026, ISS Market Intelligence (part of ISS STOXX) acquired Family Office Access to integrate its data into the MarketPro platform, with founder and CEO Danielle Patterson joining ISS MI as Executive Director of Family Office. Headcount remains lean (1–10 employees), and no public revenue, funding history, or patents are disclosed.

Name

Family Office Access

Legal name

Family Office Access LLC

Website

https://familyofficeaccess.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Family Office Access is a subscription-based intelligence platform that provides verified global family office contact data, strategic advisory, and community programming primarily to capital raisers, fund managers, and founders; it was acquired by ISS Market Intelligence in February 2026.

Ownership category

akta.pro rank

Product category

Investor Intelligence and Capital Raising Data

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Family office database
• Investor intelligence platform
• Capital raising contacts
• Wealth management data
• High net worth investors

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Database Subscription - Global: Annual subscription providing unlimited access to all family office contacts worldwide, including strategic advisor support. Billed upfront at $3,995/year.
2. Database Subscription - North America: Annual subscription for contacts in USA, Canada, Mexico, and Bahamas. Billed upfront at $2,495/year.
3. Database Subscription - International: Annual subscription for contacts worldwide excluding USA. Billed upfront at $2,495/year.
4. Monthly Subscription: Flexible month-to-month option with 3-month minimum commitment. Allows customers to test the platform before committing to annual subscription.
5. Strategic Consulting Services: Advisory support and strategic guidance provided alongside database access, helping clients optimize their outreach to family offices.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Family Office Access operates a cloud-based subscription platform providing verified, daily-updated contact and investment data for over 20,000 family offices and registered investment advisors worldwide. Subscribers access a dynamic searchable database with 50+ filter criteria and Excel export, complemented by strategic advisory support, MasterClasses, and Lunch & Learn sessions designed to help capital raisers connect with aligned family office investors.

Product overview

Family Office Access is a cloud-based family office intelligence platform offering subscription-based access to verified family office contact databases alongside strategic advisory services and educational programming. The core product is a searchable database of family office profiles that users can filter, export, and use for capital-raising outreach. The platform is structured around three regional subscription tiers (Global, North America, and International lists) that provide access to verified contacts, investment mandates, and historical deal data. Additional value-added services include strategic consulting support, MasterClasses with industry experts, monthly Lunch & Learn workshops, and inclusion in the Virtual Family Office Marketplace. The company was acquired by ISS Market Intelligence in February 2026 and is being integrated into the MarketPro platform. The company was formerly known as Family Office List and began operations in 2001.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Family Office List Annual subscription product providing unlimited access to the complete worldwide family office database, including 11,285 high-level contacts across 5,653 individual family offices and 9,133 direct emails. Includes dynamic search with 50+ filters, daily data updates, Excel export, and strategic advisor support; targeted at capital raisers seeking the broadest geographic reach.
• North America Family Office List Annual subscription product providing access to 5,764 high-level contacts across 2,871 family office firms in the United States, Canada, Bahamas, and Mexico, with 4,846 direct emails and 98% direct phone and email coverage. Designed for capital raisers focused exclusively on the North American family office market.
• International Family Office List Annual subscription product providing access to 6,084 high-level contacts across 3,041 individual family offices located outside the United States, with 4,749 direct emails. Built for capital raisers targeting family office investors across Europe, Middle East, Africa, Asia-Pacific, and Latin America.
• Strategic Advisory Services Professional consulting service providing strategic guidance and personalized support to help clients optimize their capital-raising outreach to family offices. Includes onboarding, ongoing consultative support, and tailored recommendations on how to approach the relationship-driven family office ecosystem.
• MasterClasses Monthly live educational programming featuring conversations with industry experts on family office topics including leadership, wealth management, venture capital investing, and generational transition. Sessions are available as replays and have featured leaders from Harvard, Techstars, and successful family businesses.
• Lunch & Learn Sessions Monthly virtual educational workshops for members covering specific family office and capital raising topics such as AI in family offices, donor-advised funds, venture capital investing, and next-generation succession planning. Hosted by CEO Danielle Patterson with guest practitioners.
• Virtual Family Office Marketplace Visibility platform for vetted service providers and investment deals, included in annual subscription tiers. Subject to vetting and pre-approval, it allows members to market offerings to the Family Office Access community.

Quantifiable outcome

• 35% email reply rate, 10% entering meaningful conversations for outreach campaigns
• +3 more outcomes

Named customers20 records

Segments13 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• ISS Market IntelligencecoreStrategic or Co-development Partner · 3 February 2026ISS Market Intelligence acquired Family Office Access on February 3, 2026 to expand its MarketPro platform with family office investment data. The acquisition integrates FOA's verified family office profiles including contact information, investment mandates, and historical deal insights into ISS MI's global database. Danielle Patterson, CEO and founder, joined ISS MI as part of the acquisition. The deal strengthens ISS MI's position as a comprehensive go-to-market intelligence provider across the investment ecosystem.
• DC FinancecoreGTM or Marketing PartnerStrategic partnership with DC Finance throughout the year. FOA members receive preferred pricing on select conferences, salons, and private dinners hosted by DC Finance and The Family Office Circle. The partnership provides high-signal networking rooms where real relationships form between capital raisers and family offices. FOA extends preferred member pricing for DC Finance events.
• JABOY ProductionscoreGTM or Marketing PartnerPartnership with JABOY Productions for event support. FOA supports the Elite Private Wealth Summit bringing together RIAs, family offices, professional athletes, and HNW individuals. Events cover diverse asset classes including real estate, alternative investments, blockchain, venture capital, and private equity.
• Jets & Capital EventsminorGTM or Marketing PartnerPartnership with Jets & Capital Events for exclusive gatherings that bring together vetted allocators, family offices, founders, and operators. Events feature private aviation, exotic cars, and philanthropy. FOA team attends and connects with members in person.

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• FINTRX: FINTRX is a data intelligence platform focused on family offices, RIAs, and registered investment advisors, offering contact, AUM, and investment preference data. It is the closest direct competitor to Family Office Access in the U.S. family office/RIA data space, with comparable subscription pricing and a similar product-led motion.
• Family Capital (Family Office Club): Family Capital, run by Richard Wilson, operates a family office community, events, and contact database targeting capital raisers and service providers. It competes directly with FOA in combining family office data with community, education, and events, and serves many of the same customer segments.
• SourceScrub: SourceScrub provides curated company and contact data for capital raising, M&A, and business development teams. It overlaps with FOA in serving PE, VC, and corporate development users seeking verified decision-maker contacts, and competes on data quality, filtering, and CRM-integrated workflows.
• PrivCo: PrivCo is a private company and investor database serving dealmakers, investors, and advisors. It competes with FOA in providing verified contact and investment data used by capital raisers and intermediaries to source private capital, with similar subscription pricing dynamics.

Broad incumbents

• PitchBook: PitchBook is a leading global PE, VC, and M&A data platform owned by Morningstar, offering deep coverage of funds, deals, and contacts. It is a broad incumbent that competes with FOA at the higher end of the market, particularly with larger PE/VC and fund manager clients seeking comprehensive investment intelligence.
• Preqin: Preqin provides alternative investment data and intelligence across PE, VC, hedge funds, and private debt. It overlaps with FOA in serving fund managers and advisors seeking LP and family office data, though its pricing and scope target enterprise clients rather than FOA's SMB and mid-market focus.
• Crunchbase: Crunchbase is a public and private company intelligence platform with investor and funding data, integrated into FOA's research workflow as a third-party provider. It competes with FOA for capital-raising teams seeking investor leads, though its primary focus is startup and venture funding rather than family office-specific outreach.
• CB Insights: CB Insights is a market intelligence platform covering private companies, investors, and emerging technology trends. It overlaps with FOA in serving PE, VC, and corporate strategy teams seeking private market intelligence, though it emphasizes predictive analytics and tech market mapping over family office contact data.

Emerging players

• Grata: Grata is a company intelligence and deal sourcing platform for M&A and private market professionals, using AI-driven profiling of private companies. It is an emerging competitor to FOA's customer use case of finding and reaching private capital sources, with stronger automation but less family office specialization.
• iConnections: iConnections is an investor matching and alts-focused platform connecting allocators with fund managers. It competes with FOA at the investor discovery layer, particularly for fund managers seeking family office and institutional capital, with a more events-driven and digital matching approach.

Market position

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/familyofficeaccess
• Xx.com/famofficelists
• Facebookfacebook.com/familyofficelists

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Family Office Access