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Family Office Service Providers
Join our service provider database and participate in our reviews to reach new audiences. We are open to new family office technology providers, private banks and other niche providers reviewed on an ongoing basis.
For family offices and wealth owners, finding the right service provider is a pain.
»We don’t know what questions to ask when evaluating a new banks.«
»It’s impossible to compare technology products – we don’t even know where to start.«
»Why is this data not readily available.«
These are just a few of the recurring verdicts we have encountered in hundreds of conversations with Family Offices, private investors, and advisors. Having read some of our previous reviews they reached to us for advice on which service providers they should consider for specific client needs and how to compare various providers. Even though all family offices differed in their specific needs, they had one thing in common: Finding and comparing providers in the Google age should not be this difficult.
With our annual service provider reviews we tackle this issue and make the search for providers — Simple. Our goal is to provide the industry’s most comprehensive and most actionable report on family office-centric provider. This catefory includes family office software & technology providers, private banks, data providers and much more. If you are a well-known provider with a family office coverage offering, chances are we have already reached out to you. If we have not been in touch with you yet, but you want to participate in the report, fill in the form below.
We release updated annual reviews year round. Many of our reports release in the fall and spring, this is when many of our users reassess their service providers.
You will be part of a report that will help our users to find the service providers best suited to their needs while we also highlight various future opportunities and challenges.
Additionally, we write and publish several annual roundups for other publications using this data. Some still rank number one in search results for leading keywords related to family offices. The exposure we offer brings participating service providers highly qualified traffic and new clients.
Reach your audience
1. Join our dataset
Wealth owners, family offices and consultancies use our data to establish and improve their operations. Through the data points that we track we ensure that banks are more accessible for this segment.
2. Gain Exposure & Leads
Gain exposure to new private wealth clients and be part of the family office consideration set. Either directly on the Simple Platform or through our datasets used by various consultancies.
3. Stay on top of market Intel
Bi-annually we report back to all participants on both the practical and inspirational data that we tracked throughout the year. What are clients searching for, and what are the major shifts happening.
Process
Family wealth is a matter of trust. Therefore we take great measures to only include providers in our reviews that deliver a clear, proven value to our platform users. If you’re interested to participate, please connect with us using the form below. We do a pre-assessment on the suitability of all service providers to ensure they meet our criteria.
After this we schedule a call to discuss details on participation and outline next steps which include an RFI-style survey and interview. Once we have all the required data we include this in our master data set. We have various promotional activities and media opportunities happening year round that is open for participants to join in on.
Note that there is a standard participation fee for all providers to cover our assessment.
What types of service providers do we work with?
We work with various types of family office service providers both financial and non-financial in nature.
Technology Providers
We believe technology is a hygiene factor and therefore tracking family office software providers forms one of our core building blocks.
Operating Partners
With more light and agile family offices coming online finding the right operational partners is crucial.
Financial Services & Banks
Looking at everything from a deep-dive into various asset classes (established and emerging) all the way through comparing custody offerings.
Tax & Legal
A key part of solid operations this includes an in-depth look at various jurisdictions and building local insights.
Personal Services
With a strong focus on the individual, the family but also overall health & wellbeing in business.
Philanthropic
Understanding philanthropy as part of an integrated strategy in the family office is the way that we believe is most sustainable.
