Customer Case Studies

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Advisor Recruiting M&A

Pure Financial Advisors

Pure Financial Advisors is a fee-only RIA with roughly $9B in assets ($8.998B AUM and $30M AUA as of 5/25/2025). The firm provides fiduciary-based financial planning and investment management services to the...

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Distributor SMAs ETFs Mutual Funds

F/m Investments

F/m Investments is a diversified, multi-boutique asset management firm offering a suite of investment products, including exchange-traded funds (ETFs), separately managed accounts (SMAs), and mutual...

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Collective Investment Trusts

Great Gray Trust Company

Great Gray Trust Company specializes in Collective Investment Trusts (CITs), providing fiduciary oversight, governance, and operational support for asset managers, advisors, and plan sponsors. The team...

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Real Estate

Continental Realty Corporation

Continental Realty Corporation is a real estate investment firm dedicated to creating value for their investors through multi-family residential property investments. The firm manages the entire property investment cycle...

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Venture Capital

Mammoth VC

Mammoth VC is a venture capital firm that specializes in early-stage startups with high growth potential. Their primary focus is on health and tech-driven companies...

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Separately Managed Accounts ETFs

Victory Capital Management

Founded in 1894, Victory Capital Management (VCM) is a global asset management firm with a unique business model that combines boutique investment qualities with a fully...

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Venture Capital Fund of Funds Deep Tech

MDSV Capital

Founded in 2021, MDSV Capital is a Palo Alto, CA-based venture capital firm seeking to invest in early-stage deep-tech companies. MDSV implements a fund of funds strategy focusing on index-like exposure...

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Investment Banking Capital Markets

Jefferies Group

Founded in 1962, Jefferies is an investment banking and capital markets firm that provides sales & trading, research, investment banking, asset and wealth management services to corporate clients, institutional investors and high-net-worth...

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Real Estate

U.S. Realty Advisors

U.S. Realty Advisors (USRA) is a leading net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements...

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Private Equity Alternative Asset Placement

Aqua

Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...

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Structured Financing

Valiant Finance

Valiant Finance, an affiliate of Exemplar Companies, is a specialized investment firm offering innovative solutions to sophisticated investors. The firm manages a family of funds focused on differentiated strategies...

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Private Equity ETF Issuer

Sovereign's Capital

Founded in 2012, Sovereign's Capital is an Atlanta, Georgia-based investment firm that operates across asset classes including Public Equity, Private Equity, Venture Capital, Real Estate, Fund of Funds and ETF strategies...

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Alternative Asset Placement

Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services...

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Private Equity Venture Capital

Private Capital Development

Private Capital Development LLC (PCD) is a specialized professional services firm that establishes connections between private capital fund managers (GPs) and institutional and family office limited partner investors (LPs)...

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Venture Capital Technology

Fifth Wall Ventures

Founded in 2016, Fifth Wall Ventures is a Los Angeles, California-based venture capital firm focused on technology for the global real estate industry. With $3.2B in AUM, Fifth Wall connects the world's largest operators of real estate with entrepreneurs worldwide...

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Venture Capital

Anthropocene Ventures

Anthropocene Ventures, located in San Francisco, CA, is a global, early-stage venture capital firm renowned for its commitment to investing in founders who leverage exponential technologies and hard science...

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Private Equity

Performance Equity Management

Founded in 2005, Performance Equity Management is an $11.5B independently owned investment management firm comprised of the former General Motors in-house private equity group...

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Real Estate

Parkview Financial

Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in commercial & residential private debt financing. Parkview provides short-term bridge and construction loans throughout the US...

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Hedge Fund

Apis Capital Advisors

Launched in 2004, Apis Capital Advisors is a New York City-based long-short equity hedge fund manager that focuses on global equity markets in industries such as technology, healthcare, industrials and consumer goods...

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Client Case Studies

See How Leading Firms Rely on FINTRX to Access Registered Investment Advisors and Family Offices

See what our clients are saying

Pure Financial Advisors

Pure Financial Advisors is a fee-only RIA with roughly $9B in assets ($8.998B AUM and $30M AUA as of 5/25/2025). The firm provides fiduciary-based financial planning and investment management services to the...

F/m Investments

F/m Investments is a diversified, multi-boutique asset management firm offering a suite of investment products, including exchange-traded funds (ETFs), separately managed accounts (SMAs), and mutual...

Great Gray Trust Company

Great Gray Trust Company specializes in Collective Investment Trusts (CITs), providing fiduciary oversight, governance, and operational support for asset managers, advisors, and plan sponsors. The team...

Continental Realty Corporation

Continental Realty Corporation is a real estate investment firm dedicated to creating value for their investors through multi-family residential property investments. The firm manages the entire property investment cycle...

Mammoth VC

Mammoth VC is a venture capital firm that specializes in early-stage startups with high growth potential. Their primary focus is on health and tech-driven companies...

Victory Capital Management

Founded in 1894, Victory Capital Management (VCM) is a global asset management firm with a unique business model that combines boutique investment qualities with a fully...

MDSV Capital

Founded in 2021, MDSV Capital is a Palo Alto, CA-based venture capital firm seeking to invest in early-stage deep-tech companies. MDSV implements a fund of funds strategy focusing on index-like exposure...

Jefferies Group

Founded in 1962, Jefferies is an investment banking and capital markets firm that provides sales & trading, research, investment banking, asset and wealth management services to corporate clients, institutional investors and high-net-worth...

U.S. Realty Advisors

U.S. Realty Advisors (USRA) is a leading net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements...

Aqua

Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...

Valiant Finance

Valiant Finance, an affiliate of Exemplar Companies, is a specialized investment firm offering innovative solutions to sophisticated investors. The firm manages a family of funds focused on differentiated strategies...

Sovereign's Capital

Founded in 2012, Sovereign's Capital is an Atlanta, Georgia-based investment firm that operates across asset classes including Public Equity, Private Equity, Venture Capital, Real Estate, Fund of Funds and ETF strategies...

Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services...

Private Capital Development

Private Capital Development LLC (PCD) is a specialized professional services firm that establishes connections between private capital fund managers (GPs) and institutional and family office limited partner investors (LPs)...

Fifth Wall Ventures

Founded in 2016, Fifth Wall Ventures is a Los Angeles, California-based venture capital firm focused on technology for the global real estate industry. With $3.2B in AUM, Fifth Wall connects the world's largest operators of real estate with entrepreneurs worldwide...

Anthropocene Ventures

Anthropocene Ventures, located in San Francisco, CA, is a global, early-stage venture capital firm renowned for its commitment to investing in founders who leverage exponential technologies and hard science...

Performance Equity Management

Founded in 2005, Performance Equity Management is an $11.5B independently owned investment management firm comprised of the former General Motors in-house private equity group...

Parkview Financial

Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in commercial & residential private debt financing. Parkview provides short-term bridge and construction loans throughout the US...

Apis Capital Advisors

Launched in 2004, Apis Capital Advisors is a New York City-based long-short equity hedge fund manager that focuses on global equity markets in industries such as technology, healthcare, industrials and consumer goods...

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