Worthy Circles

What Worthy Circles does

Worthy Circles is a curated professional networking group serving financial advisors, wealth managers, and other professionals who work with ultra-high-net-worth (UHNW) individuals and family offices. Founded in 2015 by Naz Hassanein in Boston, the company operates as a membership-based community designed to help members build efficient center-of-influence networks through structured peer introductions, thought leadership sharing, and professional matchmaking. The company expanded to New York City in 2015 with Sarah Babcock serving as Director of NYC Worthy Circles, and now claims a nationwide U.S. footprint.

The core product consists of bi-monthly in-person member meetings combining free-form networking, structured networking exercises, and rotating thought leadership presentations on UHNW topics (T&E planning, economic updates, philanthropy). Members additionally receive individual onboarding and regular one-on-one check-ins with the founder, including firm needs assessment, marketing and business development assistance, and 'laser-focused professional matchmaking' that the company terms 'orchestrated serendipity.' There is no proprietary technology platform; the offering is delivered through personal relationships, founder-mediated coordination, and curated membership management.

Worthy Circles generates revenue through recurring membership fees on a subscription basis. The go-to-market is community-led, relying on word-of-mouth and personal referrals within the UHNW advisor and family office ecosystem, leveraging the founder's 20 years of senior-level relationships at Family Office Exchange, Ballentine Partners, and Corporate Executive Board (now Gartner). The company operates with 1–10 employees, has no disclosed external funding, and is founder-owned and privately held.

Name

Worthy Circles

Legal name

Worthy Circles

Website

https://worthycircles.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Worthy Circles is a curated, membership-based professional networking group founded in 2015 that serves financial advisors and other professionals working with ultra-high-net-worth clients and family offices, operating regional chapters in Boston and New York City.

Ownership category

akta.pro rank

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Membership Fees: Worthy Circles generates revenue through professional membership fees for advisors seeking to join the curated networking community for ultra-high-net-worth advisors and family office professionals. The membership model provides access to monthly meetings, individual check-ins, and professional matchmaking services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Worthy Circles operates a curated, membership-based professional networking group serving financial advisors, wealth managers, and other professionals who work with ultra-high-net-worth (UHNW) clients and family offices. The offering combines twice-monthly structured meetings (featuring free-form networking, structured exercises, and rotating thought leadership presentations) with individual onboarding/check-ins and founder-led professional matchmaking to facilitate business development collaborations among member firms.

Product overview

Worthy Circles is a professional networking group that serves as a family office club for advisors working with ultra-high-net-worth clients and family offices. The offering consists of monthly meetings (featuring free-form networking, structured networking exercises, and thought leadership presentations) combined with individual member check-ins and professional matchmaking services. The core value proposition is "orchestrated serendipity" — curated connections and collaborations to foster growth for member organizations.

Differentiator

Problem solved

Functional benefit

Brands

• NYC Worthy Circles: New York City chapter of Worthy Circles, led by Sarah Babcock as Director of NYC Worthy Circles.

Products and services

• Monthly Member Meetings Twice-monthly meetings for member advisors featuring free-form networking over coffee, structured networking exercises, and rotating thought leadership presentations covering UHNW family office topics such as trust and estate planning, economic updates, and philanthropy.
• Individual Member Check-ins Comprehensive onboarding and regular one-on-one sessions with founder Naz Hassanein providing member firms with a snapshot of strengths and needs, marketing and business development assistance, and laser-focused professional matchmaking across the network.
• Curated Professional Networking Membership A curated community of advisors serving ultra-high-net-worth clients and family offices, designed to create efficient center-of-influence strategies through orchestrated serendipity and professional collaboration among member firms.

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor.

• Foundation for MetroWestminorOthersFounder Naz Hassanein manages the Professional Advisor Leadership Council (PALC) for the Foundation for MetroWest, a nonprofit foundation serving the MetroWest community.
• UHNW InstituteminorOthersNaz Hassanein serves on the Marketing, Memberships, and Programming Board for the UHNW Institute (UHNWInstitute.org), an organization focused on the ultra-high-net-worth community.
• Agamenticus Yacht ClubminorOthersNaz Hassanein serves on the board of the Agamenticus Yacht Club in York, Maine, a community involvement/board position.
• Family Office Exchange (FOX)minorOthersFounder Naz Hassanein previously served as Managing Director at Family Office Exchange (FOX) for 8 years, overseeing single-family office, multi-family office, and advisor relationships. This represents her professional background rather than an active partnership.
• Ballentine PartnersminorOthersFounder Naz Hassanein previously managed the center-of-influence strategy at Ballentine Partners, a multifamily office based in Waltham, MA. This represents her professional background rather than an active partnership.
• Corporate Executive Board (CEB, now Gartner)minorOthersPrior to her work in the family office market, Naz Hassanein worked at the Corporate Executive Board (now Gartner) in Washington, DC, overseeing relationships with the financial services sector through programs such as The VIP Forum. This represents her professional background.

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Chief: Private membership network for C-suite executives, particularly women leaders, built around local chapters, curated peer groups, and high-touch programming. Mirrors Worthy Circles' approach of combining curated membership, recurring in-person meetings, and exclusive access for senior professionals.
• Vistage: Large peer advisory and executive coaching organization that groups CEOs and business leaders into local chapters for regular facilitated meetings. Comparable in its curated local-chapter, recurring-meeting, and thought-leadership structure, though it serves executives rather than UHNW advisors.
• Family Office Exchange (FOX): Established, large-scale membership organization serving single-family offices, multi-family offices, and their advisors. Founder Naz Hassanein was previously Managing Director at FOX for 8 years, making it the most directly comparable incumbent in the family office networking space.
• EO (Entrepreneurs' Organization): Global peer network for entrepreneurs, structured around local chapters and forums with curated membership and regular in-person meetings. Operates the same curated-chapter, recurring-meeting, and peer-learning model that Worthy Circles uses for UHNW advisors.
• YPO (Young Presidents' Organization): Global peer-to-peer membership organization for chief executives and business leaders, organized into local chapters with regular curated meetings. Demonstrates the broader peer-group-with-curated-membership model that Worthy Circles applies specifically to the UHNW advisor segment.

Emerging players

• Toniic: Global network of HNW and UHNW individuals, family offices, and foundations committed to impact investing. Comparable as a curated peer community for wealth holders and their advisors, organized around shared expertise and recurring in-person convening.
• UHNW Institute: Membership and programming organization focused on the ultra-high-net-worth community. Founder Naz Hassanein sits on its Marketing, Memberships, and Programming Board, evidencing direct overlap in audience and mission with Worthy Circles' UHNW advisor community.

Direct peers

• Tiger 21: Curated peer-group membership organization for high-net-worth and ultra-high-net-worth investors, organized into local groups with regular meetings and shared thought leadership. Operates a very similar curated-group-with-structured-meetings model, though its members are HNW individuals rather than advisors to HNW clients.

Others

• Ballentine Partners: Multi-family office and wealth management firm based in Waltham, MA. Founder Naz Hassanein previously managed its center-of-influence strategy, making it a directly relevant ecosystem participant and former employer of the Worthy Circles founder.
• Gerson Lehrman Group (GLG): Expert network platform connecting professionals with subject-matter experts across financial services and other industries. NYC Director Sarah Babcock was a former GLG Relationship Manager, and the firm's professional-relationship-management model overlaps with Worthy Circles' curated matchmaking approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/worthy-circles

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Worthy Circles