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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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CASE STUDY

How Emerald Asset Management Leverages FINTRX

$78.5M

Asset Under Management

1991

Year Founded

1:135

Advisor/Client Ratio

Emerald Asset Management-4

Overview

Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios.

 

For those looking to raise capital, the family office ecosystem can be opaque and difficult to infiltrate. Once identifying a family office that matches their unique use case, it can be an extremely arduous task to conduct research and identify specific contact information.

"FINTRX allowed us to easily and quickly identify potential targets in the family office space"

Mark F. Schlegel
Mark F. Schlegel
Senior Vice President - Client Relations & Business Development, Emerald Asset Management

SUMMARY 

Case Study

Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios.
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Their Challenge

Once identifying a family office that matches their unique use case, it can be an extremely arduous task to conduct research and identify specific contact information. It is from this pain point that Emerald Asset Management sought the FINTRX family office platform.

Since their initial FINTRX adoption, Emerald Asset Management has substantially reduced the time spent researching and sifting through family office LPs. This helps ensure they are targeting investors that were tailored for their prospecting needs.

Upon speaking with Mark Schlegel, Senior Vice President of Client Relations and Business Development and multi-year FINTRX seat holder, he outlined their choice for choosing the FINTRX platform. Not only would the FINTRX platform solve their struggle to identify suitable family offices, but Mark found the platform had "a user-friendly interface that also had good quality data".

Mark and the Emerald team initially leveraged FINTRX by using in-depth search tools in order to identify family offices in 10-12 major metro areas that they could target when prospecting for investors. In the end, they chose the FINTRX platform as it would ensure that their capital-raising efforts and workflow would become more efficient and effortless, without sacrificing data accuracy.

The Outcome

Today, Emerald Asset Management is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals, to “cut down on the time spent researching and increase the probability of talking to the right prospects”.

This, along with the powerful platform interface, transformed their workflow to enable their team to focus on what matters- building his family office network with confidence.


Schlegel notes the "high quality of data and the extensive nature of the investor profiles", which include not only all core family office data but also delve into their specific interests and previous investment activity."
- Mark F. Schlegel, Senior Vice President, Client Relations & Business Development, Emerald Asset Management

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