BIP Capital selected FINTRX for its channel-specific focus and data accuracy. Rather than offering broad but unreliable datasets, FINTRX provides precise, curated intelligence built specifically for the wealth management, RIA, and single family office ecosystem, aligning directly with the firm’s process-driven philosophy. The team also values FINTRX’s people and culture: responsive support from its Client Success team, familiar faces at industry events, and a clear commitment to continuous product innovation.

Results & Key Benefits

+ Accurate, Channel-Specific Intelligence

FINTRX provides BIP Capital with a clear, 360-degree view of private-wealth decision-makers. Trusted, actionable data allows the team to spend less time validating information and more time focused on high-value conversations and strategic outreach.

+ Pinpointed RIA Targeting with ‘Average Client’ Data

The “average client” field gives BIP Capital a sharper way to align their evergreen venture and private credit strategies with the clients RIAs actually serve. Instead of relying on firm-level AUM alone, the team can zero in on RIAs whose client profiles best fit their offerings.

+ Powering More Focused & Efficient Outreach

FINTRX helps surface meaningful insights and zero in on high-potential targets, quickly and effectively. Whether preparing for a new fund launch or refining outreach lists, the platform underpins their broader RIA and private-wealth channel strategy.

+ Hands-On Support & Steady Innovation:

Through consistent check-ins and feature walkthroughs, the team stays up to date on new capabilities, including AI-driven intelligence. The responsiveness and long-tenured FINTRX staff reinforce a true strategic partnership, not just a vendor relationship.