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Over 4,000 Legitimate Family Offices That Allocate Capital. Most Investment Firms Are Reaching None of Them Systematically.

4,000+ verified family offices. 8,000+ decision-maker contacts. CIO bios, investment preferences, and daily updates. The only database built by fundraisers who've actually called on these firms.

Book a Demo → Download Global Family Office 2025 Report
4,000+
Family Offices
8,000+
Verified Contacts
2,000+
Added in 2025
91
Countries Covered
Trusted By
Cerberus Capital GoldenTree Nuveen Warburg Pincus GQG Partners Bridge Investment Group
4,000+
Family Offices
8,000+
Verified Contacts
2,000+
Added in 2025
Daily
Research Updates
The Market Moment

The Family Office Market Has Grown 5x in a Decade. Your Outreach Strategy Hasn't.

Three forces are converging to make family offices the most important, fastest-growing source of capital in private markets, and the most systematically under-reached by most investment firms.

First-Generation Wealth Is Creating New Allocators Every Week
PE professionals, business owners who sold to sponsors, and tech founders are forming family offices at an unprecedented rate. These are sophisticated investors who think institutionally, move quickly, and build long relationships. Dakota captures them as they form.
Family Offices Are Now Serious LP Participants
The family office that once owned only public equities now allocates to private equity, private credit, real assets, and venture capital. The channel that was too small to engage five years ago is now writing serious checks, and the firms that reached them early are winning mandates.
The Market Is Fragmented, Opaque, and Constantly Changing
No central registry. No standard structure. CIOs move, firms merge, strategies evolve. The family office that allocated to alternatives last year may have hired a new investment director this quarter. Dakota tracks every change, daily.
Why Dakota Family Office Data Exists

Most family office databases count offices. Dakota verifies them.

The difference is that Dakota tracks only legitimate family offices that are actively allocating capital to outside investment managers. Not the ones that manage only the family's personal assets. Not the ones that haven't made an external investment in years. Every record in Dakota's family office database was evaluated by a fundraiser who had to use it in front of a real investor.

That standard, data that holds up when your reputation is on the line, is what separates Dakota from everything else on the market.

A long list of contacts means nothing if none of them are buyers. Dakota gives you verified, qualified investors who are actively allocating — so your team spends less time chasing and more time closing.

01
Only Offices That Allocate to Outside Managers
Dakota separates the family offices that actually write checks to outside investment managers from those that don't. A list of 24,000 offices is worthless if most of them are self-directed. Ours aren't.
02
Two Verified Decision-Makers Per Office on Average
4,000+ offices and 8,000+ verified contacts means an average of two real decision-makers per firm. Not a generic info@ address. The specific CIO, investment director, or alternatives allocator responsible for the decision.
03
CIO Bios, Preferences, and Actual Holdings
Know the professional background of every CIO before you call. Know their stated investment preferences. Know what they've actually allocated to. Walk into every conversation prepared, not guessing.
04
Updated Daily, Not Quarterly
When a CIO changes firms, when a family office shifts strategy, when a new office forms, your data reflects it immediately. 2,000+ new family offices added in 2025 alone. The universe is growing and Dakota is capturing every entrant.
The New Family Office Investor

The PE Professional Who Just Sold Their Company Is Your Next Allocator.

The family office market has changed fundamentally in the last decade. Understanding who these new investors are, and why they are different from the institutional allocators most investment firms are used to calling, is the difference between reaching them and missing them entirely.

First-Generation Wealth Thinks Differently
The new family office was often built by a PE professional, a founder, or a business owner who sold to a sponsor. They understand how fund economics work. They have sat on the other side of the table. They are peers, not prospects. The pitch that works with an endowment investment committee doesn't work here.
They Move Fast and Build Long Relationships
First-generation family offices make decisions faster than institutions and maintain relationships longer. A relationship built early, before the office has formalized its manager list, is worth far more than one built after. Dakota helps you find these offices while the door is still open.
Their Sophistication Demands Better Preparation
Walking into a meeting with a founder who just sold a $500M company without knowing their background, their investment thesis, or what they've already committed to is a mistake you only make once. Dakota's CIO bios and investment preference data exist specifically for this meeting.
Platform Features

Six Capabilities That Change How You Work the Family Office Channel.

Targeting
Filter for Active Allocators Only
Segment by AUM, geography, investment focus, and structure. Every office in the database is verified as actively allocating to outside managers, no self-directed offices, no dead ends.
Contacts
8,000+ Verified Decision-Makers
Not generic firm emails. The specific CIO, investment director, or alternatives allocator at each office, with professional bios, career histories, and investment preferences for every contact in the database.
Intelligence
CIO Bios and Investment Preferences
Know a CIO's background before your first call. Know what they currently own, what strategies they favor, and what they've said publicly about their allocation approach. Walk in prepared, not cold.
Monitoring
Daily Updates on New Formations
2,200+ new family offices added in 2025. Dakota captures breakaways, new formations, and CIO moves as they happen, so your team always knows about opportunities before competitors do.
Territory
Geo-Specific Search and Map It
Zero in on family offices by metro area or region. The Map It feature lets distribution teams plan travel around concentrations of target offices, turning a trip to one meeting into four.
Workflow
Integrated Into Your CRM
Salesforce, HubSpot, DealCloud, Dynamo, Altvia, and more. Dakota intelligence lives inside the tools your team already uses, available at the point of every conversation, not in a separate tab nobody opens.
The Data

4,000+ Family Offices. 8,000+ Contacts. Every Segment Covered.

Total Coverage
4,000+
Active Family Offices
Every record verified as actively allocating to outside investment managers. No self-directed offices, no inactive firms, no noise.
Contact Depth
8,000+
Verified Decision-Makers
CIOs, investment directors, alternatives allocators, and portfolio managers, verified individually, with bios and preferences attached to each contact.
Actively Growing
2,000+
Added in 2025
New formations, breakaway advisors creating family offices, and newly registered firms captured as they enter the market, not months after the fact.
Global Coverage
91
Countries Covered
Europe, Middle East, Asia-Pacific, North America, the fastest-growing sources of new family office capital are increasingly outside the US. Dakota reaches them.
Intelligence Layer
Detailed
CIO Bios and Investment Preferences
Professional backgrounds, career histories, investment philosophy, and stated allocation preferences for the decision-makers at every family office in the database.
Update Frequency
Daily
Research Team Updates
60-person research team reviews every record. Not scraped from filings or crowd-sourced. When something changes, your data reflects it the same day.
Why Dakota Over the Alternatives

What Dakota Has That No Competitor Can Match.

If you've done your research, you know the alternatives. Here is the case for Dakota, made explicitly, not assumed.

Only verified active allocators — no noise
Competitors count offices. Dakota verifies them. Every record was evaluated by a fundraiser using the same standard they'd apply to their own prospect list: does this office actually write checks to outside managers? If the answer is no, it's not in the database.
8,000+ individual contacts, not firm-level data
A listing is not a contact. Dakota maps the specific CIO, investment director, or alternatives allocator at each office, with verified email, professional bio, and investment preferences. Competitors give you the firm. Dakota gives you the person.
Daily updates from a 60-person research team
Most competitors refresh quarterly or rely on self-reported data. Dakota's 60-person research team reviews every record continuously. When a CIO leaves, when a new office forms, when a strategy shifts, your data reflects it immediately, not in the next quarterly update.
Get Started

See Dakota's Family Office Data for your team.

A member of the Dakota team will follow up within one business day. No lengthy procurement cycles. No six-month onboarding. Most teams are productive within the first week, with immediate access to 4,000+ family offices, 8,000+ verified contacts, and CIO intelligence updated daily.

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