Family office databases: what each one covers

Family offices are hard to count because most single family offices are not registered with the SEC, so every database here is built differently and none can be complete. These are the providers we could source for family offices, and where DFX fits.

Facts about other companies as of , each linked to its source below. DFX currently tracks 1,879 family offices, as of 10 October 2026.

How providers were chosen

  • The provider's own pages, or its parent's annual report, say it covers family offices. We fetched each source and print the date we read it.
  • Free public sources are included where the regulator publishes the underlying data.
  • The list is in alphabetical order and is not a ranking. Nothing is scored, and prices are not stated.
  • DFX Intelligence publishes this page and is on the list; its limits for this subject are stated below the list.

The 3 providers, in alphabetical order

ProviderWhat it isFor family office dataCompared with DFX
DakotaDakota is an investment research and institutional sales intelligence platform for fundraisers, stating 250,000+ LP accounts, 386,000+ contacts and 75+ data fields per allocator.[1]Says Dakota Marketplace holds 4,000+ family offices, with 2,257 added in 2025.[2]DFX vs Dakota
DFX Intelligencepublisher of this pageDFX Intelligence is a private-market intelligence and data company whose Data Factory resolves US public filings and registries into one graph of firms, funds, companies, people and dated events, with a source and a date on every fact.Family offices built from several kinds of public record, each with a classification, a confidence and the evidence behind it. Every fact names the public record it was read from and the date it was read. Headline counts, rankings and dataset pages are free to read, dated, and carry a recommended citation.Where DFX is weaker
FINTRXFINTRX is a private wealth intelligence platform covering family offices, registered investment advisers, broker-dealers, wealth teams, banks and trusts, and endowments and foundations.[3][4]States coverage of 4,600+ family offices, alongside RIAs, broker-dealers and wealth teams.[4]DFX vs FINTRX

Where DFX fits, and where it is weaker

What DFX covers for family office data:

  • Family offices built from several kinds of public record, each with a classification, a confidence and the evidence behind it. method
  • Every fact names the public record it was read from and the date it was read. method
  • Headline counts, rankings and dataset pages are free to read, dated, and carry a recommended citation. method

Where DFX is weaker:

  • Public pages are built around filings, relationships and dated events, not direct contact details. method
  • Records are built by rule from filings and registries; what is reported, derived, estimated and withheld is stated per field. method

Each DFX dataset, with its method, coverage and how to cite it, is on the datasets page.

Sources

  1. Dakota home page (page title: Dakota | Investment Research & Institutional Sales Intelligence), read 10 October 2026.
  2. Dakota, The Complete Guide to Family Office Databases, read 10 October 2026.
  3. FINTRX llms.txt, read 10 October 2026.
  4. FINTRX home page, read 10 October 2026.

Every statement about another company on this page comes from the sources above, read on the dates shown. We do not state prices, ratings or judgements about another company's data, and the order of the list is alphabetical. If something here is out of date, tell us and we will correct it.