The Challenge

Due to the vast obscurity in the family office landscape, many find it difficult to uncover credible, up-to-date information on the private wealth space.This inaccurate data led to an inefficient process when seeking to target family offices suited to their needs, in addition to be being incredibly time consuming.

The Solution

Today, Pravati Capital is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals to "source quality data on the family office space." Through our extensive investor profiles, timely alerts and direct contact information, Pravati Capital can now focus their efforts on developing humanized relationships with family office investors with confidence.

As a result of the scalable and seamless solutions within the FINTRX database, this allowed Pravati to meet their goal of "building quality relationships with family offices" by ensuring accurate family office data and updated contact information.