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Asset Manager · Salesforce Integration
Mondrian Investment Partners
How an independent, employee-owned investment manager made clean CRM data the foundation of its distribution strategy.
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ETFs · Fund Distribution
The TCW Group
How a global asset manager powers ETF distribution with targeted advisor intelligence and a more effective prospecting workflow.
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Advisor Recruiting · RIA Prospecting
Xcelsior Advisor Partners
How a national RIA platform researches the market and builds a more focused advisor-recruiting strategy.
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RIA Prospecting · Fund Distribution
HRC Financial Group
How a third-party marketing and distribution firm uses private-wealth intelligence to focus RIA prospecting.
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Municipal Bonds · Wealth Distribution
Mainline West
How a municipal-bond specialist identifies and engages the RIAs and wealth teams that fit its strategies.
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Insurance Distribution · Advisor Engagement
Vanbridge
How an insurance and alternative-capital solutions firm builds context for more relevant advisor engagement.
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M&A · Advisor Recruiting
Simon Quick Advisors
How an independent wealth manager identifies high-quality RIA targets for acquisitions and advisor recruiting.
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Private Equity · Capital Raising
Greenwich Private Equity
How a private-markets investment firm uses FINTRX to support family-office and RIA capital-raising workflows.
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Venture Capital · Private Credit · Capital Raising
BIP Capital
How a private-markets platform scales RIA and family-office capital raising with precise, consumable intelligence.
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Private Equity · Wealth Distribution
Grove Lane Partners
How an alternatives distribution team broadens access to institutional-quality private-market strategies.
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Private Credit · Real Estate · Asset Manager
Peachtree Group
How a diversified commercial-real-estate and credit investor uses FINTRX across wealth-market growth efforts.
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Fixed Income · Asset Management
SP Financial Group
How a fixed-income firm reaches RIAs that need customized bond-portfolio solutions for their clients.
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ETF Issuer · Credit · Advisor Recruiting
Palmer Square Capital Management
How a credit-focused asset manager supports ETF distribution and advisor-growth initiatives with FINTRX.
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ETF Issuer · SMAs · Advisor Recruiting
Alpha Architect
How a systematic asset manager and ETF issuer uses FINTRX across advisor prospecting and growth.
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Independent Wealth Platform · Advisor Recruiting
Gateway Financial Partners
How an independent financial-services platform supports a scaled advisor-recruiting strategy.
Read the case study →“They were there to help make those matches, connect the data how it needed to be connected.”
Dan BannonMondrian Investment Partners
“We really did not have any way to prospect new people to TCW. FINTRX completely changed that.”
Julia KollerThe TCW Group
“FINTRX now does that for me all in one place. That’s the difference maker.”
Max RathmanXcelsior Advisor Partners
“It’s a go-to tool… a one-stop shop for B2B development opportunities.”
Mark DeLottoSimon Quick Advisors
“The accuracy of the data makes my job a lot easier.”
Phil DavidsonBIP Capital
"FINTRX lets you prospect far more effectively than any other platform I’ve used..."
Victor LeBlancPeachtree Group