Client Case Studies

See what our clients are saying

Asset Manager Salesforce Integration

Mondrian Investment Partners

Mondrian Investment Partners is an independent, employee-owned investment management firm with offices in London, Philadelphia, Singapore, and Melbourne. Founded in 1990, Mondrian applies a...

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ETFs Fund Distribution

The TCW Group

The TCW Group is a leading global asset management firm with over $200 billion in assets under management. Headquartered in Los Angeles with key offices in New York, Boston, and beyond, TCW offers a...

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Advisor Recruiting RIA Prospecting

Xcelsior Advisor Partners

Xcelsior Advisors Partners is an independent RIA platform built to help financial advisors break away from wirehouse and regional broker-dealer environments and build their own practices on their own terms...

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RIA Prospecting Fund Distribution

HRC Financial Group

HRC Financial Group is a third-party marketing and distribution firm founded in 2003 and headquartered in New York City. Operating through HRC Fund Associates, LLC (FINRA/SIPC) and HRC Portfolio Solutions...

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Municipal Bonds Wealth Distribution RIA Targeting

Mainline West

Mainline West is an independent investment firm specializing exclusively in municipal bond strategies, managing approximately $1.8B in assets across separately managed accounts and private tax-advantaged opportunity...

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Insurance Distribution Advisor Engagement

Vanbridge

Vanbridge is an insurance and alternative capital solutions firm that helps advisors, business owners, and institutions address complex planning and risk challenges through an integrated approach. The firm combines...

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M&A Advisor Recruiting

Simon Quick Advisors

Simon Quick Advisors is an independent wealth management firm founded in 2004, serving high- and ultra-high-net-worth individuals and families. The firm oversees approximately $11B in assets under...

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Capital Raising Private Equity Asset Manager

Greenwich Private Equity

Greenwich Private Equity is a private markets investment firm founded by a team of seasoned professionals with decades of experience across capital markets, real estate development, finance, and technology. The...

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Venture Capital Private Credit Capital Raising

BIP Capital

BIP Capital is an Atlanta-based private markets investment platform providing access to venture capital, growth equity, and private credit strategies. With a strong focus on technology and tech-enabled businesses...

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Private Equity Wealth Distribution Capital Raising

Grove Lane Partners

Grove Lane Partners is the individual-investor distribution arm of GCM Grosvenor, formed through a strategic joint venture to broaden access to institutional-quality alternative investments. GCM Grosvenor is one of the...

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Private Credit Real Estate Asset Manager

Peachtree Group

Peachtree Group is a diversified investment firm focused on commercial real estate and credit investments. Headquartered in Atlanta, Georgia, the firm has executed hundreds of transactions across acquisition...

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Fixed Income Manager Asset Manager

SP Financial Group

SP Financial Group is an Atlanta-based fixed-income firm dedicated to helping RIAs deliver customized bond portfolio solutions to their clients. The firm provides a suite of individual bond portfolio services, designed to meet...

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ETF Issuer Advisor Recruiting Asset Manager

Palmer Square Capital Management

Founded in 2009, Palmer Square Capital Management oversees more than $36.6 billion in fixed income and credit investments for a range of institutional and high-net-worth investors. The firm uncovers...

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ETF Issuer Advisor Recruiting SMAs

Alpha Architect

Founded in 2010, Alpha Architect is an asset management firm and ETF issuer specializing in systematic, rules-based value and momentum strategies offered ETFs, SMAs, and ETF white-label services...

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Advisor Recruiting

Gateway Financial Partners

Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut. Founded in 1994, Gateway serves as a scaled service organization for more than 170...

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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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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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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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Hedge Fund

Apis Capital Advisors

Founded in 2004, Apis Capital Advisors is a New York City–based long-short equity hedge fund manager with a global focus across technology, healthcare, industrials, and consumer goods. With two decades of...

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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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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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Client Case Studies

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

See what our clients are saying

Mondrian Investment Partners

Mondrian Investment Partners is an independent, employee-owned investment management firm with offices in London, Philadelphia, Singapore, and Melbourne. Founded in 1990, Mondrian applies a...

The TCW Group

The TCW Group is a leading global asset management firm with over $200 billion in assets under management. Headquartered in Los Angeles with key offices in New York, Boston, and beyond, TCW offers a...

Xcelsior Advisor Partners

Xcelsior Advisors Partners is an independent RIA platform built to help financial advisors break away from wirehouse and regional broker-dealer environments and build their own practices on their own terms...

HRC Financial Group

HRC Financial Group is a third-party marketing and distribution firm founded in 2003 and headquartered in New York City. Operating through HRC Fund Associates, LLC (FINRA/SIPC) and HRC Portfolio Solutions...

Mainline West

Mainline West is an independent investment firm specializing exclusively in municipal bond strategies, managing approximately $1.8B in assets across separately managed accounts and private tax-advantaged opportunity...

Vanbridge

Vanbridge is an insurance and alternative capital solutions firm that helps advisors, business owners, and institutions address complex planning and risk challenges through an integrated approach. The firm combines...

Simon Quick Advisors

Simon Quick Advisors is an independent wealth management firm founded in 2004, serving high- and ultra-high-net-worth individuals and families. The firm oversees approximately $11B in assets under...

Greenwich Private Equity

Greenwich Private Equity is a private markets investment firm founded by a team of seasoned professionals with decades of experience across capital markets, real estate development, finance, and technology. The...

BIP Capital

BIP Capital is an Atlanta-based private markets investment platform providing access to venture capital, growth equity, and private credit strategies. With a strong focus on technology and tech-enabled businesses...

Grove Lane Partners

Grove Lane Partners is the individual-investor distribution arm of GCM Grosvenor, formed through a strategic joint venture to broaden access to institutional-quality alternative investments. GCM Grosvenor is one of the...

Peachtree Group

Peachtree Group is a diversified investment firm focused on commercial real estate and credit investments. Headquartered in Atlanta, Georgia, the firm has executed hundreds of transactions across acquisition...

SP Financial Group

SP Financial Group is an Atlanta-based fixed-income firm dedicated to helping RIAs deliver customized bond portfolio solutions to their clients. The firm provides a suite of individual bond portfolio services, designed to meet...

Palmer Square Capital Management

Founded in 2009, Palmer Square Capital Management oversees more than $36.6 billion in fixed income and credit investments for a range of institutional and high-net-worth investors. The firm uncovers...

Alpha Architect

Founded in 2010, Alpha Architect is an asset management firm and ETF issuer specializing in systematic, rules-based value and momentum strategies offered ETFs, SMAs, and ETF white-label services...

Gateway Financial Partners

Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut. Founded in 1994, Gateway serves as a scaled service organization for more than 170...

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...

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...

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...

Apis Capital Advisors

Founded in 2004, Apis Capital Advisors is a New York City–based long-short equity hedge fund manager with a global focus across technology, healthcare, industrials, and consumer goods. With two decades of...

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...

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...

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