As Head of Family Office Relations at Hometap, Spencer Herman faced a challenge common to the financial industry--reaching out to family offices without a focused approach. Accessing up-to-date and accurate information on this private investor class is very time consuming and difficult to uncover. This challenge, coupled with a unique asset class offering made finding the right fit for their offering crucial.
Spencer had been casting a large net and reaching out to a wide range of family offices, but without the right resources, he wasn't able to customize his approach based on their allocation preferences or asset class focus. "I wasn't able to really narrow down my search to find the right fit for our offering, which is pretty unique." They needed a solution that would enable them to target the right audience and establish a warm connection from the start.
Prior to joining FINTRX, Spencer spent a lot of time conducting manual research across the family office landscape to uncover contacts at firms that would be interested in their unique offering. When choosing to use FINTRX, Hometap Equity Partners had clear goals in mind. They wanted to find family offices that would be an ideal fit and establish common ground with potential investors.
Partnering with FINTRX has proved to be a game-changer for Hometap Equity Partners, saving them valuable time by automating manual research and providing insights into shared interests with potential investors. In addition, the Affinity feature has been especially valuable, allowing Spencer to take a warm approach in his outreach efforts, drawing on commonalities with thousands of contacts.
Thanks to FINTRX, Hometap Equity Partners has been able to overcome their pain point of lack of focus and streamline their outreach efforts. By leveraging the Affinity Score feature and accessing detailed information on 3,700+ family offices & 20,000+ contacts, they have been able to find the perfect investors for their asset class. Spencer Herman and Hometap Equity Partners are now better equipped to make warm and meaningful connections with potential investors.