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How to Utilize Industry Intelligence for Outreach Excellence


As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to cutting-edge data solutions such as FINTRX, asset-raising professionals now have global access to an array of tools specifically engineered to identify, access and raise family office capital. In our latest 12-page guide, we explore outreach solutions derived through the analysis of our proprietary family office data.

Report Highlights

- Family Offices: Why Capital Raisers Should Target Them
- Intelligence & Research: How to Leverage Data to Direct your Outreach Approach
- Smart Pathways to Meaningful Connections: Tactics to Win in your Prospecting Efforts & Best Practices for Creating an Effective Pitch to Family Office Investors
- FINTRX Solutions: Making connections with FINTRX Affinity & Three ways FINTRX enables success


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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 and 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 an in-depth exploration of the FINTRX family office platform, request a demo below.


Visit the FINTRX Resource Library below for useful family office narratives, PDFs and guides to success.

FINTRX Resource Library

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