Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family Office Intelligence
Find the offices that actually invest in your strategy, and the people who decide.
Everything on this vertical is free to read, including every entity by name, the dated record and the source on every row. What you pay for is depth, reach and continuity: the whole history, the whole relationship, the published contact line, the export, and being told the day something moves.
Who buys this
Offices with an observed investing record, their vehicles and the people named on them.
See this viewWho else is in your strategy, what they hold, and which managers keep appearing.
See this viewA market you can address: offices, their foundations and the companies behind the wealth.
See this viewWhat it costs
Monthly, cancel any time. Pay for ten months and get twelve: $2,490 a year for Family Office Intelligence.
No account. What a visitor and a search engine both see.
- Every entity by name, with its type and its record
- The dated public tape: what changed and when
- The source and the date on every published row
- The methodology, in full
You are on this plan.
Enough to be useful on its own, and it is how we learn what you came for.
- Follow entities and get a weekly digest of what moved
- Save searches and keep one universe
- A small monthly reveal allowance, to see what a contact looks like
- A small export, with its source column
or 10 months paid yearly. The working tier: the depth and the reach behind every lock on this vertical.
- Reveal the published contact line, with its source
- The whole change history on any record, back to first seen
- Every filter, across the whole record rather than the first page
- CSV export with the source column intact
- 250 follows, 25 saved screens, 5 universes
For the people who work this market every day rather than look things up in it.
- Alerts the day something moves, on an entity, a screen or a universe
- Continuous monitoring with a daily digest
- Exports at the size you actually load into a CRM
- A reveal allowance for a working desk, not a sample
- 2,000 follows, 100 saved screens, 25 universes
All nine verticals, and the joins between them. The one thing here that no list you can buy anywhere else contains.
- Every vertical, at Pro depth
- The same entity across all nine graphs, joined on identity
- Cross-graph search, universes and alerts
- One invoice instead of a collection of subscriptions
Keep what you already use
FINTRX and Fintrx-style directories, built from filings and disclosures rather than from submissions.
DFX is not asking anyone to cancel anything. It is the line item underneath: the relationships, the dated changes and the sources those systems do not carry, at a price that does not need a procurement cycle.
All nine verticals, and the joins between them
$599 / monthThe same entity across all nine graphs, joined on identity: who lent to it, who owns it, who allocated to it, what it bought. That join is the only thing here that cannot be assembled from any list you can buy somewhere else, and a basket of verticals never costs more than this.
See the Data FactoryQuestions, or a team? Talk to a person. Every row on every page carries its source and its date; the methodology says what is measured and what is inferred.