Family Office Access has spent 20+ years building the leading verified database connecting capital-raising professionals with high-net-worth family offices. AI can now automate enrichment, matching, and outreach to scale your platform even further.
Purpose-built AI infrastructure for family office database and advisory operations
AI continuously verifies and enriches family office contact records, flagging outdated information and discovering new investor profiles from public filings and news.
Match capital-raising clients with the right family offices based on investment thesis, check size, sector preferences, and geographic focus using AI scoring.
Generate personalized outreach sequences for each family office contact, tailored to their investment history and current allocation strategy.
Automatically produce market intelligence briefs for your advisory clients showing family office trends, allocation shifts, and emerging opportunities.
Scale your research team's output by automating family office profiling, wealth source analysis, and investment pattern detection across thousands of records.
Track database usage patterns, match success rates, and client engagement metrics with AI-powered dashboards that surface actionable insights.
Live demo powered by Gemini