Client Case Study · Targeted RIA Prospecting

How Alpha Architect Leverages FINTRX forTargeted RIA Prospecting

Alpha ArchitectTargeted RIA Prospecting
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Overview

Founded in 2010, Alpha Architect is a Philadelphia-based asset management firm and ETF issuer. The firm specializes in systematic, rules-based value and momentum strategies offered through Exchange-Traded Funds (ETFs), Separately Managed Accounts (SMAs), and ETF white-label services. Its mission to deliver “Affordable Alpha” centers on providing cost-efficient strategies that help investors improve outcomes net of fees and taxes. Historically, Alpha Architect’s growth has been driven by inbound marketing and thought leadership that attracted advisors organically, though the firm has recently complemented this with more proactive, data-driven outbound prospecting.

"The number one thing in sales is you’ve got to qualify clients, and FINTRX makes it super easy, super fast for me to qualify, 'Hey, is this somebody that would potentially be a good partner for our firm?'"
Ryan Kirlin Ryan KirlinPresident, Alpha Architect
Before FINTRX

The Challenges Before FINTRX

Moving from a purely inbound model to a scalable outbound sales motion presented new challenges. The firm needed a platform that could identify qualified advisors, surface actionable intelligence, and make it easy for a small team to execute outreach efficiently.

01

Qualifying at Scale

Determining whether an advisor could use their ETFs, based on custody and platform alignment, was essential for strategic prospecting.

02

Outbound Targeting

The team needed to zero in on advisors managing between $25M–$500M AUM across select regions to ensure outreach remained relevant and personalized.

03

Event Enablement

For conferences and client dinners, Alpha Architect wanted to enrich attendee lists with detailed data, enabling smarter conversations and invitations that convert.

The Decision

Why They Chose FINTRX

FINTRX combines intuitive UX with signal-rich data. Because the interface is genuinely easy to navigate, leaders who aren’t “power users” can still hop in weekly, pull custody/platform insights, and spin up targeted lists quickly. That time-to-value let Alpha Architect operationalize outbound without slowing the team down.
With FINTRX

Results & Impact

With faster qualification and precise filters, the team now runs focused outbound and arrives at events with context, boosting conversion from first chat to follow-up.

Verified Impact 01

Faster Fit Checks

FINTRX provides the ability to quickly assess custody and platform alignment, streamlining the “can they use us?” question and improving call quality while saving hours each week.

Verified Impact 02

Hyper-Niche Wins

Using holdings context, the team identified an advisor selling ETF shares and opened a 351-exchange conversation, evidence of how specific data unlocks specific opportunities.

Verified Impact 03

Event ROI Boost

FINTRX equips teams with the ability to uncover and enrich attendee profiles in FINTRX, enhancing outreach precision and boosting event engagement outcomes.

Verified Impact 04

Low Lift, High Adoption

Minimal training needed; leadership and ICs can get what they need on demand, driving consistent usage and a repeatable outbound cadence. As Ryan Kirlin, President of Alpha Architect, put it: “You don’t have to be a power user to get value out of it. I can hop in once every week or two and get exactly what I need done.”

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