Their Challenge

For those looking to raise capital, the family office ecosystem can be opaque and difficult to infiltrate. Once identifying a specific family office, it can be an extremely arduous task to conduct research and locate up-to-date contact information. It is from this pain-point that Emerald Advisers sought out the FINTRX family office platform.

The firm struggled to identify appropriate family offices and would subsequently spend a lot of their time and resources attempting to research potential investors and the contacts behind them. This led to inefficiency in Emerald's capital-raising efforts.

The Outcome

Since their adoption of the FINTRX Private Wealth Data & Research Platform, Emerald Advisers has been able to substantially reduce the amount of time spent researching and sifting through family office LPs. This helps ensure they are targeting investors tailored to their distinct prospecting needs. 

Not only would the FINTRX platform solve their struggle to identify appropriate family offices but Chief Marketing Officer Mark Shlegel found that 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 to quickly identify family offices in 10-12 major metro areas, and the platform helped ensure that their capital-raising efforts and workflow would be efficient and effortless, without sacrificing data accuracy.

Emerald Advisers successfully utilized our vast dataset of 3,700+ investors and 19,500+ family office professionals, to “cut down on the time spent researching and increase the probability of talking to the right prospects.”  Schlegel notes the "high quality of data and the extensive nature of the investor profiles", that include not only all core family office data, but also delve into their specific interests and previous investment activity. This, along with the powerful platform interface, transformed their workflow and allowed their team to focus on what matters - building his family office network with confidence.