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Q&A: Can anyone suggest any affordable wealth manager or family office list databases to use for fundraising?
I’m looking to do some fundraising for a small business I own and heard from a few people that you can order some type of list online and contact people who manage money for wealthy people to get some investors. Has anyone else used one of these/ can recommend one? How much should I look to spend?
The following is the answer: (Hint: The correct answer provided by the users, does not guarantee the right.)
Answer by Gail
If you are looking for wealth managers or registered investment advisors I know there are several sites that will sell you these types of lists. In the past the two my fund have used came from www.thewealthmanagerslist.com and www.familyofficesdatabase.com. Both are pretty reputable and straightforward.
Good luck with your fund-raising.
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fun youtube video!(6/12) 2011 EisnerAmper Private Wealth & Family Office Summit: New York
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