Asset managers and family offices, sorted by what they actually do.
Oxpium builds the list of investment firms and family offices, finds the founder or the compliance officer, tells you when one launches a fund, and runs the campaign at the right time.
- 88,000portfolio management and investment advice offices in the US
- 506,000people working in portfolio management and investment advice
- 17%have a founder or partner in classic professional databases
- < 10 minfrom the first sentence to a live campaign
The firms that manage money, sorted by strategy.
A 12-person long-only shop, a private equity firm and a multi-family office buy different things from different people. Tell the agent the size, the city, the strategy: it searches professional databases and the web, reads each firm's website, and hands you a list where each row says what the firm does and for whom.
- Reading the request
- Professional databases · investment management, Boston
- Headcount 10 to 50
- Cross-checking and de-duplicating
143 firms between 10 and 50 people.
A size
A six-person boutique or a 150-person manager: headcount comes from professional databases, so you aim at firms that fit your offer.
A strategy
Private equity, real estate, private credit, public equities: the agent reads each website and notes the strategy and the clients served.
Family offices
There's no list of them anywhere. The agent searches the web, reads each website and tells single-family from multi-family offices.
A city
Boston, Dallas, Palm Beach or a radius around an address: say the area in one sentence and get one list, without duplicates or shells.
The founder, the compliance officer or the CIO.
At a 20-person firm, the founder signs, the chief compliance officer owns the rulebook and the CIO picks the data and the tools. Tell the agent who you're after: it finds each person, verifies their email, and reads the website for the assets under management, the funds and the investors each firm serves.
- Reading the request
- Looking for founders · 143 firms
- Verifying emails
- Looking for cell phones
139 founders found, 121 verified emails, 44 cell phones.
The founder
The founder or managing partner, with a verified email and a cell when there is one. At a boutique, they still make every vendor call.
Key roles
Chief compliance officer, CIO, head of investor relations: the agent looks up each title at each firm and adds one column per person.
Assets and funds
The assets under management a firm publishes, its number of funds and the investors it serves, read on its website and put into columns.
Investment themes
For family offices, the agent notes the sectors and deal types each one lists on its website, so your pitch matches what they invest in.
Automations that catch firms as they hire, launch and grow.
A firm that hires a compliance officer, launches a new fund or opens an office has a project and a budget. Oxpium reruns its searches on schedule and adds to the top of the list the firms where something just changed, with what changed.
- Job postings · 19 new in Boston
- Matching postings to firms
- Updating the list
Latest runs
- Today+2
- Yesterday+1
- Fri, Oct 9+3
- Thu, Oct 8+1
2 firms posted a job since yesterday.
Hiring
Every morning, the firms that post a job land at the top with the role: compliance officer, analyst, fund accountant, operations lead.
New funds
Every month, the agent rereads each website and flags the firms announcing a new fund or a new strategy, with the name of the fund.
New offices
Every week, the agent flags the firms and family offices that open an office in a new city, often a sign of new partners and new money.
Your own watch
Any watch you can write in one sentence, like new partners on a team page: the agent reruns it on schedule and tells you what changed.
A campaign that stays out of reporting weeks.
The first two weeks after every quarter-end go to valuations and investor letters, and late December to year-end close. The rest of the time, a founder answers more readily mid-morning, once the market is open. The sending window follows that rhythm, and the sequence stops on the first reply.
Subject Your annual compliance review, first_name
Each variable is a column of your list, filled in by the agent.
Outside reporting weeks
Nothing in the two weeks after quarter-end or in late December. Campaigns go out the rest of the time, Tuesday to Thursday, 10 am to noon.
Calls from the browser
You call from your browser, at the hours the desk is quiet. Every call is recorded, transcribed and summarized right on the firm's row.
Follow-ups that track the news
An agent step rereads the firm's website, funds and job postings, then writes the follow-up on what just changed at that firm.
Stops on reply
As soon as the founder or the compliance officer replies, the sequence stops for the whole firm, and the next follow-up never goes out.
Frequently asked questions
Write “investment management firms with 10 to 50 employees in Boston”. The agent searches professional databases, removes duplicates and shell entities, and hands you the list with each firm's area, headcount and website. It takes a few minutes.
Ask for “the chief compliance officer, the CIO and the head of investor relations at each firm”. The agent looks up each title, firm by firm, and verifies every email before adding it. Smaller firms often outsource compliance: the column stays empty, and the founder takes over.
Tell the agent once: “every month, reread each firm's website and flag the ones announcing a new fund”. It compares with the month before, and the firms that launch land at the top of your list with the name of the fund.
A short first email with your deck, a call two days later, then a follow-up the agent writes from the themes and deals each family office lists on its website. Emails go out from your own mailbox Tuesday to Thursday between 10 am and noon, outside reporting weeks, and the sequence stops as soon as an office replies.
For 500 firms with their website read, around 400 verified leader emails and about a hundred cell phones, count around €70 of data on top of the subscription. An agency typically charges €1,500 to €2,500 for a comparable list, delivered once, and rarely sorted by what each firm actually invests in.See pricing
Many wealth managers call themselves family offices. The agent reads each website and checks who the firm serves: one family, a few dozen families, or hundreds of clients. Single-family offices often have no website at all, so the agent keeps the ones it can confirm and says so in the row.
Related industries
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