Press Add to Cart to purchase the Western US and Eastern US portions of the Investor Database – Version 9.5.
|Western US Version (125 Firms) for $797||Eastern US Version (300 Firms) for $1197|
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Limitations: Our firm will be distributing a limited 100 copies of this database over the next quarter. Our terms of purchase are noted here.
Database Quality Guarantee: We offer a dual level quality assurance agreement for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we also provide a per-contact refund for any contact you find within our database which is not in fact a family office wealth management firm. If 10% of the database is off or outdated for some reason you get 40% of your money back.
Process: If you are working with family offices and would like to use this resource the next step to take is to click on the “Checkout” button below, type in your contact details and credit card number and register for a copy of this database. Our team will then email you the Excel spreadsheet database within 1 business day.
Quotes & Testimonials from Past Clients
“As an alternative investment fundraising professional, I’ve looked at many family office contact databases that were not much more than data dumps captured from a website or another source. The Investor Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.
Jim Rowe Rowe Capital Partners, LLC | Member FINRA, SIPC
“We have successfully setup several conference calls and meetings with great firms by using your database of family offices, thank you for the help and keep us updated on future releases.”
“I just checked the few family offices that I already knew and they are included in your database with full contact details, thank you for sending it over.”