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New Release: Family Office Impact Investor Filter

Hello

FINTRX is pleased to share that we have added a new search filter to our family office Power Search module. Users now have the ability to query family offices based off their interest in impact/ESG investing.


Impact Investor Filter: Key Capabilities

- Search by family offices that have disclosed an interest in impact/ESG investing
- Create custom prospect lists based off family office impact and ESG investment preferences
- 'Impact Investor' field will be marked in the 'Investment Details' module within the family office's dossier 

HubSpot Video

The "Impact Investor" search filter is now live for all FINTRX users. As always, please let us know if you have any questions. We are always happy to help optimize your experience using FINTRX. 


FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals among other key data points.

Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more. 

For more information, request a free trial for a deep-dive into the FINTRX solution.


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