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Leveraging Your Alumni Roots When Prospecting

Caroline Gaita November 14, 2019

Why Alma Maters Matter When Targeting Family Offices For Investment


The power of leveraging your network when prospecting within the family office and private wealth channels can be massive. Finding commonalities between you and your targets can often be the difference between a cold outreach & an outreach with a personal feel. One of the most powerful and under used connectors is your alumni network. This rings true across a number of verticals, however the value is even greater when leveraged in the world of family offices, where trust and believability is a crucial pillar of your success.


Map of US with University Logos


According to the United States Census Bureau, more Americans are completing a four year degree than ever before, growing your alumni network exponentially year over year.  Simply finding high quality & actionable family office research can be a daunting task - peeling back specific alumni roots can be nearly impossible. Searching through Google and LinkedIn can prove tiresome - with a small ROI yield.  Leveraging a solution like the FINTRX Family Office Platform which allows for seamless exploration of your alma mater network can prove to be invaluable. Let's have a closer look below at the top ten universities by contact count within the our family office universe.

  Top Ten Contact Alma Maters




Breaking the ice within your alma mater network is one of many creative & insightful ways our clients target the family office ecosystem through the FINTRX Platform. We invite you to explore further to discover additional insight we deliver. 


Industry Tips, Best Practices

Caroline Gaita

Caroline Gaita

About Fintrx

FINTRX was developed by the founders of Capital Hedge, a data research and consulting firm founded in 2007 with a specialty in providing alternative investor research and family office database intelligence to global investment managers. FINTRX is the result of years of client feedback, each looking for a more efficient and organized way to raise capital. By providing continuously updated data, capital raising tools, CRM technology, distribution list creation, and sending capabilities, FINTRX is asset raising simplified.

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