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Family Office Databases

Kailua, Hawaii, United States

What it is

Family Office Databases is an investor research portal for finding and contacting family offices, private investors, angel investors, and other prospective investors. It advertises 22,000 investor profiles, which may include firm details, assets under management, contacts, job titles, phone numbers, email addresses, locations, investment interests, company history, notes, websites, and LinkedIn information. The site says listings are checked by phone, email, or web verification within the last six months. Users can search investors, access events and recorded investor talks, and use AI tools for investor targeting and capital raising. Database information is accessed through the portal. CSV and Excel exports, printing, and custom filtered exports require a PRO license; the site says exported data can be imported into any CRM. The service lists Android, iOS, and web access, and was founded in 2007. Plans include options for one database and all investor databases. A free trial is available, but there is no free plan; listed pricing starts at $79/mo.

For and against

For

  • Advertises access to 22,000 investor profiles.
  • Profiles may include contact and investment-interest details.
  • Includes investor search, events, and recorded talks.
  • Free trial is available.

Against

  • No free plan is listed.
  • Exports, printing, and custom filtered exports require PRO.
  • Database access is otherwise portal-only.

The verdict

Family Office Databases combines investor profiles with search, event access, and targeting tools. The free trial offers a way to explore the service, but exporting or printing data requires a PRO license.

Who it suits

Family Office Databases suits people or organizations seeking family offices, private investors, angel investors, or other investor contacts. It may also suit users who want investor data for CRM import, with PRO required for exports.

Plans and prices

Accredited Investor Database

$495a month

Choose one database · PRO export upgrade available

Investor Pipeline Builder

$799a month

All investor databases · portal access only · Excel download requires PRO upgrade

Premium Family Office Database

$997a month

Choose one database · PRO export upgrade available

Investor Pipeline Builder (Annual)

See the maker's page

All investor databases · portal access only · Excel download requires PRO upgrade

Every plan, in full

On the record

Database size
The site advertises access to 22,000 investor profiles.familyofficedatabases.com · read 4 Oct 2026
Data verification
The site says listings are confirmed by phone, email, or web verification within the last six months.familyofficedatabases.com · read 4 Oct 2026
Export limits
Excel and CSV export, printing, and custom filtered exports require a PRO license; database access is otherwise portal-only.familyofficedatabases.com · read 4 Oct 2026
Features
The portal includes investor search, event access, recorded investor talks, and artificial intelligence tools for investor targeting and capital raising.familyofficedatabases.com · read 4 Oct 2026
Integrations
Data can be exported as CSV or Excel and imported into a CRM; the site says its data can be imported into any CRM.familyofficedatabases.com · read 4 Oct 2026
Payment security
The checkout page accepts credit card payments through Stripe and describes payments as secure and safe.familyofficedatabases.com · read 4 Oct 2026
Profile fields
Profiles may include firm name, assets under management, contacts, job titles, phone numbers, email addresses, location, investment interests, company history, notes, website, and LinkedIn information.familyofficedatabases.com · read 4 Oct 2026
Purpose
The product provides investor and family office databases to help users identify and contact prospective investors.familyofficedatabases.com · read 4 Oct 2026
Quality guarantee
The site offers a refund equal to four times the value per listing found not to be a family office wealth management firm.familyofficedatabases.com · read 4 Oct 2026
Support
The site lists support by email at [email protected] and by phone at (305) 677-3327.familyofficedatabases.com · read 4 Oct 2026
Who it is for
The site markets the databases to people and organizations seeking family offices, private investors, angel investors, and other investor contacts.familyofficedatabases.com · read 4 Oct 2026

The review

Family Office Databases is a prospecting portal for people and organizations seeking family offices, private investors, and other investor contacts. It is best suited to fundraisers who want investor research, events, and targeting tools in one service. The database may help build a prospect list, but CRM workflows depend on a paid PRO export upgrade.

Overview

The service advertises 22,000 investor profiles, spanning family offices and other investor types. Search, event access, recorded investor talks, and AI tools for investor targeting and capital raising give users several ways to support outreach from one portal. That breadth is useful for teams doing early-stage investor research; buyers who mainly need portable contact data should account for the extra export cost.

Key features

Profiles may include firm names, assets under management, contacts, job titles, phone numbers, email addresses, locations, investment interests, company histories, notes, websites, and LinkedIn information. Listings are confirmed by phone, email, or web verification within the last six months. This provides a stated verification window, but contacts can change between checks, so users should still validate important prospects before relying on them.

Investor search sits alongside event access, recorded talks, and AI targeting tools. Those resources can help users research and plan outreach without switching services. Database access is otherwise limited to the portal: CSV and Excel exports, printing, and custom filtered exports require a PRO license. The site says exported data can be imported into any CRM, which may suit teams with an established pipeline, but the upgrade is essential to that workflow.

The service offers a refund equal to four times the value per listing found not to be a family office wealth management firm. Support is available by email and phone. Checkout accepts credit cards through Stripe and describes payments as secure.

Pricing

Family Office Databases offers a free trial, but no free plan. Its plan terms pair a higher initial charge with a subsequent $79/Month rate, so buyers should pay attention to the first billing amount and the recurring term.

  • Accredited Investor Database: $495 a month, billed $495/First Month then $79/Month. Choose one database; a PRO export upgrade is available. This fits buyers focused on one database, but exports cost extra.
  • Investor Pipeline Builder: $799 a month, billed $799/First Month then $79/Month. It includes all investor databases with portal access only; Excel download requires a PRO upgrade. It broadens database access, but does not include export functionality in the stated plan.
  • Premium Family Office Database: $997 a month, billed $997/First Month then $79/Month. Choose one database, with a PRO export upgrade available. It is the named family office option, though buyers needing CRM-ready data still need the upgrade.
  • Investor Pipeline Builder (Annual): $1,350 a year, billed $1,350/First Year then $79/Month. It includes all investor databases with portal access only; Excel download requires a PRO upgrade. The annual first charge is substantial, and the stated renewal changes to a monthly charge.

The plans differ in database selection and access, while exports remain tied to PRO. Buyers should factor in the upgrade if printing, spreadsheets, or filtered data are part of their workflow.

Platforms

Family Office Databases is listed for Android, iOS, and web. That gives users mobile and browser access, while the stated data export path remains dependent on PRO.

Who it's for

This is a fit for fundraisers, investment professionals, and organizations looking for family offices, private investors, angel investors, and related contacts. It is strongest for users who value a broad investor directory plus events and targeting resources. It is less compelling for buyers who need exported contact data in their CRM but do not want an additional license.

Pros and cons

  • Pros: 22,000 advertised profiles and multiple contact fields support prospect research across investor types.
  • Pros: Phone, email, or web verification within six months gives buyers a defined verification interval.
  • Pros: Events, recorded talks, and AI targeting tools add research and outreach resources beyond the directory.
  • Pros: The four-times-value refund for listings that fail the stated family office wealth management standard offers a concrete quality guarantee.
  • Cons: Printing and CSV, Excel, and custom filtered exports require PRO, limiting the usefulness of portal-only access for CRM-based teams.
  • Cons: The first billed amount is much higher than the subsequent $79/Month price, and the annual plan states a monthly renewal charge after its first year.
  • Cons: The service has no free plan, so users cannot keep using a capped free tier after the trial.

Alternatives

Investor Databases is a useful starting point for comparing directory options. Consider Advinda Investor Cloud if you prefer investor data packages selected by region or investor type. Preqin may suit buyers looking for subscription-dependent modules, with access determined by their current subscription.

For property-focused research, PropertyRadar offers a Solo plan at $119 a month with one user and 10,000 monthly exports. Venture Intelligence has a free weekly roundup of major deals and market developments, which may work for readers who need periodic market updates rather than a paid investor directory. Capital Radar offers a free weekly market briefing with selected fundraising signals, one chart or map, and product and research updates; its paid platform is $1,490.

CompStak offers free access through an exchange where users contribute comps to unlock data. FindFunding.vc is a free, open source database for readers who want a no-cost option. FundComb makes investor search, public profiles, and ranked lists free without an account, paywall, or data limits, so it may suit users who want unrestricted free discovery.

Verdict

Family Office Databases is a reasonable choice for fundraisers who want a sizable investor directory with event access and targeting resources alongside profile search. Its main advantage is that combination of investor contacts and outreach support; its main drawback is that practical CRM use requires a PRO export upgrade, while the plans begin with much larger first charges than their later $79/Month rate. Choose it when the portal resources matter as much as the contacts, and look elsewhere if affordable, export-ready data is the priority.

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