3.6.2.4Vertical
Wealth Aggregation Services
Platforms aggregating multi-custodian assets for family offices.
Market snapshot
These figures describe Family Office Services (3.6.2), the segment that Wealth Aggregation Services sits within — not Wealth Aggregation Services on its own.
FragmentationFragmentedEstimate
No discrete Census NAICS code — family offices sit within portfolio management (523940) and trust/fiduciary classifications, so the segment is not separately sized by the Census Bureau.
Business model & economics
Revenue model
Asset-based and retainer fees for comprehensive wealth services
Key economics
- Recurring revenue
- High
- EBITDA margin
- 20–35% for multi-family offices
- Capex intensity
- Low
recurring comprehensive-service relationships
Characteristics
- Serves UHNW families across investments, tax, and estate.
- Rapid growth with global wealth creation.
- Multi-family offices scaling to serve more families.
M&A deal context
Deal activityModerate
Who’s acquiring
- Multi-family-office consolidators
- RIA & wealth platforms
- Private banks
What’s driving deals
- Growth in UHNW wealth and family offices.
- Multi-family-office scaling and consolidation.
- Competition with RIAs and private banks.
Find Wealth Aggregation Services acquisition targets
Search Acquisera’s index for companies classified under Wealth Aggregation Services (3.6.2.4) and build a targeted deal pipeline.
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