Their Challenge

The number of global family offices continues to increase exponentially, both in number of offices and in total assets under management. As more asset-raising professionals turn towards alternative investments, there is an ever-expanding ecosystem of investors which is often difficult to canvas.

The arduous task of identifying accurate and relevant family office information while also keeping up with the increasing numbers of established family offices was a considerable pain point for Rowe Capital Partners.

When prospecting into the family office ecosystem, Rowe found it “difficult to identify family offices and accurate contact information”, making it virtually impossible to create sustained relationships with investors. In order to distinguish specific family offices best suited for their particular use-case, it took extensive time and research, and often ended with outdated or unreliable information.

The Outcome

Today, Rowe Capital Partners successfully leverages FINTRX to more efficiently “identify family office areas of interest and allocation preferences." - Jim Rowe, Principal at Rowe Capital Partners