ISS Market Intelligence, a company with data, analytics, insights, media, and events businesses, announced this week that it acquired Family Office Access, a database of thousands of professionals working at single-family offices, multifamily offices, private foundations, and wealth managers.
The two companies reached an agreement in 2025, and the all-cash deal closed this month. No other terms were disclosed.
Danielle Patterson, founder and CEO of Family Office Access, along with her two full-time employees and others, has joined ISS Market Intelligence. The buyer is part of the ISS STOXX group of companies with 3,400 professionals in 15 countries.
Ten years ago, Patterson and her husband bought what she called an “ugly little lemon of a business” that they morphed into Family Office Access. They grew and improved the quality of the database, which now includes 9,470 contacts at 5,373 family offices worldwide, and recently refreshed its brand while continuing to produce content to engage its database contacts and users.
The platform costs $3,995 per year (or $2,495 for North America only), and different types of professionals use it for their own reasons. Fund managers and other investors use it to solicit capital, businessowners look for sellers, and software companies and other service providers find prospective customers.
There are many family-office databases. Fintrx, Pitchbook, S&P Global’s With Intelligence, Nasdaq eVestment Market Lens, and others have thousands of family offices and other investors on their respective lists, which have existed in some form for many years. Individuals also post their own supposed family-office lists on LinkedIn and other sites, usually for free or in exchange for your name and email address.
There are many other little books of family offices that aren’t for sale; lists of contacts built through networking and nourished over time by bankers, brokers, recruiters, journalists and others.
Improved databases for purchase mean family offices are as discoverable as ever. But just a list of their names, email addresses, phone numbers, and other information about their employees and affiliates is only so valuable. Breaking into family office circles is challenging. Selling anything to them is a crucible.
Beyond its database, Family Office Access helps its users understand how to engage offices more effectively than other platforms, Ben Doob, global head of ISS Market Intelligence, told Modus.
That extra effort and education are also appreciated by those on the list. The goal is always to “get the right people meeting at the right time, to generate great outcomes,” Doob said. “If you're a member of this community who is investing capital, I would assume that you want to see the best opportunities, so that you can make a choice about whether you want to participate.”
Family Office Access is also expected to benefit from the scale and support of a much larger owner. Doob declined to share specific details, but said his company has plans to continue growing Family Office Access. Similar platforms also include things like investment mandates and historical deal insights. An announcement about the Family Office Access deal said those features will be added to the platform in the future.
Like all acquisitions, an integration will take time. “We need to expand it the right way and be respectful to both the relationship building and the trust factor of the ecosystem,” Doob said.
Patterson, who majored in art and is a marketer by trade, started at ISS MI this week and said she was enjoying it so far. It’s the fit she was looking for.“Integrity, putting your clients first, collaboration, that's who I am. I feel like I found a great home.” Patterson said.
There will be a small adjustment period, though. “Hopefully, I can adapt," Patterson joked. "You know, I have to work on a PC, not a Mac.”
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Jobs
- Interplay's Ascend Family Office is hiring a client success director in New York City.
- The Dalio Family Office is hiring an executive assistant to support both its chief financial officer and head of strategic financial initiatives. This job is based in Westport, Connecticut.
- Pitcairn, a private wealth manager that began as a single-family office in 1923 and has reinvented itself twice over the past century, is hiring a tax manager in Conshohocken, Pennsylvania.
- Rockefeller Capital Management is hiring a chief of staff for the Rockefeller Global Family Office in New York City. Base salary is up to $275,000, and it offers other benefits.
- Professional services firm Citrin Cooperman is hiring a director for its business management and family office practice in Los Angeles.
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