Client Case Study · Capital Raising · Family Offices

How Rowe Capital Partners Uses FINTRXto Identify & Prioritize the Right Family Offices

Rowe Capital PartnersCapital Raising · Family Offices
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Overview

Founded in 2001, Rowe Capital Partners is a global placement agent focused on alternative investment strategies. Headquartered in Boulder City, Nevada, the firm works across private equity, venture capital, real estate, and other alternative asset classes, while also providing strategic advisory and asset management services to alternative investors.

"FINTRX is outstanding and very educational as the family office sector is quickly evolving."
Jim Rowe Jim RowePrincipal, Rowe Capital Partners
Before FINTRX

The Challenges Before FINTRX

For Rowe Capital Partners, the challenge wasn't a lack of potential family office investors, it was efficiently determining which ones were relevant. As the family office market continued to expand, finding accurate firm and contact information and distinguishing investors aligned with specific strategies required extensive research.

01

Identifying Relevant Family Offices

With a growing universe of family offices to navigate, Rowe needed a more effective way to distinguish the investors best suited to its particular use cases and placement strategies.

02

Finding Accurate Contact Information

The team found it difficult to consistently identify family offices and reliable contact information, creating an obstacle to prospecting and developing sustained investor relationships.

03

Time-Intensive Investor Research

Identifying potential family office investors required significant research, including searching the internet for credible information, only to sometimes encounter outdated or unreliable data.

The Decision

Why They Chose FINTRX

Rather than continue relying on time-intensive internet research, Rowe Capital Partners turned to FINTRX for access to an expanding and regularly updated family office dataset. The depth of investor and contact information addressed the firm's need for more accurate intelligence while giving the team a more structured way to navigate an evolving family office market.
With FINTRX

Results & Impact

Since adopting FINTRX, Rowe Capital Partners has reported a significant improvement in its family office prospecting efforts, including greater efficiency and accuracy when identifying potential targets. The team combines FINTRX's family office intelligence with custom workflows to better understand prospective investors and focus its efforts within the market.
Verified Impact 01

Accurate Family Office Targeting

Rather than relying on internet searches that could surface outdated or unreliable information, Rowe uses FINTRX’s regularly updated family office and contact data to identify potential investors with greater accuracy.

Verified Impact 02

Deeper Visibility Into Investor Preferences

Visibility into family office investment interests and allocation preferences helps Rowe evaluate which investors are most relevant to the alternative investment strategies the firm represents, adding another layer of context to its placement efforts.

Verified Impact 03

Less Time Spent Sourcing Investor Information

FINTRX reduces the research required to uncover credible family office and contact information, giving Rowe a more direct way to navigate a market the firm describes as rapidly evolving.

Verified Impact 04

Purpose-Built Family Office Workflows

Rowe worked directly with the FINTRX team to develop custom workflows tailored to its family office prospecting needs, helping the firm apply FINTRX data within its existing approach to building investor relationships. As Jim Rowe, Principal at Rowe Capital Partners, shared, “FINTRX is outstanding and very educational as the family office sector is quickly evolving.”

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