How to Utilize Industry Intelligence for Outreach Excellence

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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.

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

FINTRX Resource Library


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