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. They are not figures for Wealth Aggregation Services on its own.
FragmentationFragmentedEstimate
Family offices have no discrete Census NAICS code; they 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
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