Their Challenge

Prior to becoming a FINTRX user, Alpha Leonis Partners lacked a formal data source for mapping the private wealth landscape. Focusing primarily on the European family office market, Alpha Leonis found it time-consuming to determine the size of the market and pinpoint key players in the space. Joanna Ernst, Managing Director of the Business Development team at ALP, often lacked adequate background and contact information to build meaningful relationships with suitable investors.

To source credible family office intel, Alpha Leonis Partners turned to the FINTRX private wealth data solution to gain high-level insights and access into 3,400+ single and multi-family offices and the nearly 20,000 family office decision-makers working within them. 

The Outcome

In 2020, Alpha Leonis Partners adopted the FINTRX private wealth data solution to gain access to an unprecedented 360-degree view of the global family office landscape.

Today, ALP uses FINTRX proprietary insights to map, access and better understand the European family office ecosystem specifically. With expansive and credible information on 800,000 private wealth contacts, Alpha Leonis put in place a multi-channel contact approach to ensure meaningful, long-term connections.

Access to 375+ advanced search filters - including areas of investment interest, assets under management, asset flows, intent signals and more - allows Ernst and her team to segment this market into an addressable audience. Plus, customized notifications and alerts help keep ALP up-to-date at all times.

With $7.6T+ in tracked family office assets based on 4.8M+ data points, FINTRX continues to be an essential tool in supporting Alpha Leonis’ business development efforts.