Family Office Databases

What Family Office Databases is

Family Office Databases is a portal for identifying and contacting prospective investors, including family offices, private investors, and angel investors. The site advertises 22,000 investor profiles, with fields that may include firm name, assets under management, contacts, job titles, phone and email details, location, investment interests, company history, notes, website, and LinkedIn information. It says listings are confirmed by phone, email, or web verification within the last six months. The portal offers investor search, event access, recorded investor talks, and AI tools for investor targeting and capital raising. Database access is portal-only unless users have the PRO license: CSV and Excel exports, printing, and custom filtered exports require that upgrade. The site says exported data can be imported into any CRM. Plans include choices for one database or all investor databases; listed pricing includes $495 a month for Accredited Investor Database, billed $495 for the first month and then $79 per month. A free trial is available, but there is no free plan. The service lists Android, iOS, and web access.

Who it suits

It suits people and organizations seeking contacts among family offices, private investors, angel investors, and other prospective investors. It may also suit users who want to move exported data into a CRM, provided they have the PRO export capability.

Limits

There is no free plan. Database access is through the portal, and CSV or Excel exports, printing, and custom filtered exports require a PRO license.

Getting started

1. Visit familyofficedatabases.com.
2. Start the free trial, or select a listed database plan.
3. Choose a single-database option or an all-investor-database option.
4. Search investor profiles through the portal.
5. Obtain a PRO license for CSV or Excel exports, printing, or custom filtered exports.
6. Import exported data into a CRM if needed.

Verdict

Family Office Databases combines investor profiles with search and related investor-targeting tools. Check the plan’s export terms first if spreadsheet downloads, printing, or custom filtered exports matter to your workflow.