Xcout IntelFAMILY OFFICE OF AMERICA, INC. competitors & alternatives
The 12 closest competitors and alternatives to FAMILY OFFICE OF AMERICA, INC. among asset management companies — ranked by similarity to what FAMILY OFFICE OF AMERICA, INC. actually does, not by market-cap band.
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About FAMILY OFFICE OF AMERICA, INC.
Family Office of America, Inc. specializes in delivering a broad spectrum of services designed for family offices. Their expertise spans accounting and tax strategy, comprehensive wealth and asset administration, meticulous estate planning, robust asset protection, insurance guidance, and sophisticated investment banking support. Previously operating as Qualis Innovations, Inc., the organization officially adopted its current name, Family Office of America, Inc., in December 2024. The company's main operational hub is situated in Centennial, Colorado.
FAMILY OFFICE OF AMERICA, INC. at a glance
FAMILY OFFICE OF AMERICA, INC. is an asset management company headquartered in Centennial, United States. It is publicly listed (FOFA) with a market capitalisation of $27.7M. Xcout tracks 6 named people at FAMILY OFFICE OF AMERICA, INC., including Patrick Adams (CEO).
FAMILY OFFICE OF AMERICA, INC. leadership
- Patrick AdamsCEO
- Patrick S. AdamsActing Chief Executive Officer & Chairman of the Board
- Jerry DeCiccioFinancial Controller
- James ThurmanSenior Vice President of Corporation & IR Communications
- Rico ConteDirector of Acquisitions
- Ulderico ConteDirector of Acquisitions & Board Member
Top 12 FAMILY OFFICE OF AMERICA, INC. competitors
Ranked by semantic similarity — how close each company is to FAMILY OFFICE OF AMERICA, INC. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Similar asset management company
Bailard, Inc. is an investment management and wealth management firm founded on decades of family office experience, with headquarters in Foster City, California.
Similar asset management company
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Similar asset management company
Abacus Global Management, Inc., established in 2004 and based in Orlando, Florida, operates within the United States as both an alternative asset manager and a market maker. The firm, set to officially transition its name from Abacus Life, Inc. in February 2025, organizes its business across five principal divisions. Its Active Management segment focuses on the procurement, divestiture, and exchange of policies, overseeing their administration until death benefits are released. The Originations segment specializes in brokering life insurance policy settlements, connecting investors or purchasers with original policyholders who are selling their policies. Through its Asset Management operations, the company delivers comprehensive asset management services to investors engaged in alternative investment and equity portfolio funds, all governed by fund investment agreements. Additionally, the Portfolio Servicing division provides contractual policy administration support to its clients. The Technology Services segment offers specialized, contract-based services specifically for the life insurance sector, such as real-time mortality checks and the verification of missing participants. Abacus distributes its various products and services through a range of channels, including financial advisors, agents, direct sales to consumers, and established intermediaries in the life settlements market.
Similar asset management company
Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.
Similar asset management company
PINE Advisor Solutions provides outsourced compliance, CFO, fund officer, and distribution services for asset managers. Headquartered in Denver, CO, the company helps asset managers simplify complex compliance, accounting, and operations to focus on growth across registered funds and ETFs.
Similar asset management company
AlTi Global, Inc., a New York-headquartered financial services firm, delivers comprehensive wealth and asset management solutions to a global clientele, including individuals, families, foundations, and institutions. The company provides a broad spectrum of services, ranging from discretionary and non-discretionary investment management to specialized trust and administration offerings. Its extensive family office services encompass intergenerational wealth transfer, multi-generational education, strategic financial planning, fiduciary oversight, outsourced CFO capabilities, philanthropic advisory, and bespoke lifestyle management. In addition to wealth management, AlTi Global offers robust merchant banking and corporate advisory services. These include merger and acquisition guidance, corporate brokerage, private placements, public company and initial public offering (IPO) advisory, independent board counsel, and structured finance solutions, catering to entrepreneurs and businesses. The firm’s core investment capabilities involve crafting investment strategies, optimizing asset allocation, rigorous manager selection, risk management, portfolio construction and implementation, and detailed reporting. AlTi Global actively manages or advises on substantial combined assets, structures co-investment opportunities in various alternative assets, and oversees both public and private investment funds. It also supports financial services professionals and provides specialized consulting in impact investing, along with manager selection, monitoring, and due diligence. Complementing these offerings are services like legal coordination, strategic business planning, estate planning, trustee placement research, tax planning, and concierge support. The company rebranded from Alvarium Tiedemann Holdings, Inc. to AlTi Global, Inc. in April 2023.
Similar asset management company
FG Nexus Inc. specializes in providing reinsurance, asset management, and merchant banking services. The company was established in October 2012 and operates from its headquarters in Charlotte, NC.
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Similar asset management company
Osaic is one of the United States' largest providers of wealth management solutions, supporting a service-driven community of financial professionals from its headquarters in Scottsdale, Arizona.
Similar asset management company
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
Similar asset management company
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Similar asset management company
Peak Trust Company is a financial services institution specializing in trust administration and estate planning solutions for sophisticated clients. The company maintains operational offices in Alaska and Nevada to serve wealth management professionals and families.
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