Their Challenge

Similar to many businesses, a firm's success and potential for future growth are highly driven by relationship building and having a strong network. The case was no different for Keystone National Group, which was determined to cast a wide net of potential investor groups that would be ideal partners to work with.

The traditional method of finding potential partners involves conducting extensive research and reaching out to individual firms and representatives. This can be a time-consuming and inefficient process, especially when trying to reach a large number of potential partners. Furthermore, contact information often changes frequently, making it difficult to keep track of updated information.

In order for Keystone National Group to be successful in overcoming this obstacle, the company needed to implement a strategy that was more effective in locating and establishing connections with prospective business partners.

"I have been able to find various organizations that I would never have known about and contact information for people at that organization. I still have to search for certain contacts, but overall, much easier." - Heston Nielson, Managing Director at Keystone National Group

The Outcome

Keystone National Group eventually turned to FINTRX for its centralized and comprehensive database of family offices and registered investment advisors, updated contact details on 850,000+ private wealth decision-makers and the ability to significantly cut down the time required to find and connect with suitable prospects.

FINTRX has since supplied Heston and his team with accurate intel on family offices and RIAs in one centralized location. With access to 375+ search filters, FINTRX filters out suitable investors and helps to pinpoint relationships with the highest potential.

Keystone National Group has since been able to reduce the number of hours spent speculating about whether a firm was the right fit for them and no longer has to dig for contact information that might not have been reliable to begin with. FINTRX has ultimately helped Heston and his team take a significant step toward achieving their real estate fund's ultimate goal.