Founded in 2004, Apis Capital Advisors is a New York City–based long-short equity hedge fund manager investing globally across technology, healthcare, industrials, and consumer goods. The firm combines global market research with international networks to identify opportunities worldwide, constructing actively managed portfolios for institutional and high-net-worth investors.
"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe. The FINTRX product is simple and easy to use, and, importantly, their client service is excellent and incredibly responsive to your needs."
Will DombrowskiDirector of Marketing & Client Relations, Apis Capital Advisors
The Challenges Before FINTRX
Family offices represented an opportunity for Apis Capital to diversify and expand its investor base, but reaching the market effectively proved challenging. Existing research methods were inefficient and largely limited to domestic family offices, restricting the team’s visibility into potential allocators globally.
Family Offices Underrepresented in the Investor Base
Despite their relevance to Apis Capital’s fundraising strategy, family offices historically represented a smaller portion of the firm’s investor base.
Domestic-Focused Investor Sourcing
Apis Capital’s existing sourcing process was primarily focused on U.S.-based family offices, limiting the team’s ability to identify potential investors across other geographies.
Limited Visibility Into a Global Market
The team needed greater access to the broader family office ecosystem to expand its reach and engage a more diverse pool of allocators.
Why They Chose FINTRX
Results & Impact
FINTRX has become a valuable resource in Apis Capital’s family office fundraising strategy, giving the team a more effective way to navigate and engage this important investor segment. With greater access to relevant firms and decision-makers, Apis has strengthened its prospecting efforts while building on its existing approach to capital raising.
Expanded Global Family Office Coverage
FINTRX broadened Apis Capital’s reach beyond its historically domestic-focused sourcing process, providing visibility into family offices and decision-makers across a wider geographic footprint. As Will Dombrowski shared, “The FINTRX platform has been a tremendously valuable resource for our firm. It has helped broaden our coverage of the family office investor segment globally.”
Increased Investor Engagement
With expanded access to the family office market and a broader pool of relevant decision-makers, Apis Capital has reported a significant increase in engagement with prospective family office investors. This expanded reach has helped the team strengthen its efforts within a segment that had historically represented a smaller portion of its investor base.
Greater Prospecting Efficiency
FINTRX gives the team a more efficient way to navigate a family office market that had previously been difficult to source beyond the U.S. With broader global coverage and direct access to relevant contacts, the team can spend less time uncovering prospective family office investors and more efficiently expand its outreach across new markets.
More teams putting intelligence to work.

Pure Financial Advisors
A more scalable way to identify, evaluate, and engage high-potential advisors and firms.
Read the story →.png)
F/m Investments
Limited visibility into advisor-level data and a small sales team called for a centralized solution.
Read the story →
Victory Capital Management
The transition from Discovery to FINTRX was driven by the desire for improved service level and support.
Read the story →Build your next growth story with FINTRX.
Bring us your market, territory, or growth question. We will show you the path through private wealth.