Wealth Management Firms
Wealth management firms combine investment management with financial planning, tax, estate and banking services for wealthy individuals and families.
How wealth managers place capital
Registered investment advisers, private banks and multi-family offices decide where client money goes. Larger firms run investment committees and approved product lists, so a fund or deal has to pass a central research team before advisers can use it.
Who this suits
- Fund managers looking for platform or adviser distribution.
- Sponsors of private placements that suit accredited clients.
- Service providers selling to advisory firms.
What we offer today
We now sell 16 databases: 8 investor-type lists and 8 family office lists. Each one starts at $495 (Investor Clubs, Pro Athletes and the family office lists at $997), then $79 a month, and every one has a free sample you can check before you buy.
Closest match to this topic: Multi-Family Offices, Private Investors.
Built by the Family Office Club
InvestorDatabases.com is run by the Family Office Club, a members club of investors and family business owners founded by Richard Wilson in 2007. We have hosted 340+ investor events, run 16 in person each year, and our members have completed $1B in deals between them. Our social media networking groups have 17 million registered members.