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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 Landmark Capital Advisors Leverages FINTRX

2014

Year Founded

Real Estate

Industry

5

Employees

Landmark Capital Advisors

Overview

Landmark Capital Advisors is a Newport Beach-based real estate capital advisory firm disciplined in finance and private equity. Landmark Capital was experiencing the pain points many others in the real estate advisory space were facing: finding and sourcing global family office allocators who invest in alternatives.

 

When David Kidder, Landmark Capital Managing Director and industry veteran first approached our FINTRX team, there was one clear aim: how could FINTRX help their rapidly growing real estate advisory firm find active family offices in the alternative space and allow Landmark to better manage their interaction with investors.

"From day one, we were able to quickly source investors, implement our data, and leverage the daily work of the FINTRX team to keep our family office investor pool growing and, most importantly, updated and accurate."

david kidder
David Kidder
Managing Principal, Landmark Capital
SUMMARY 

Case Study

Landmark Capital Advisors is a Newport Beach-based real estate capital advisory firm disciplined in finance and private equity.
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Their Challenge

Prior to becoming a FINTRX seat holder, David, and the Landmark team were using an array of solutions to attempt the sourcing of active family office investors, organizing investor information, tracking the firm's investor communication, and distributing updates and performance reports to their targets.

These overwhelming tasks were quickly creating inefficiencies within Landmark's asset-raising efforts and firm-wide communication. "With our growth came new opportunities," said Kidder. "It was clear that we needed a solution. It was either to build our own or leverage an asset-raising platform that allowed for greater family office investor coverage and visibility for our business. We chose the latter."

The Outcome

Today, Landmark Capital uses the cloud-based FINTRX Platform to drive its family office lead generation and CRM nurturing efforts. The innovating offering gives the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members.

"The FINTRX Platform gave us every feature our marketing team needed out of the box." - David Kidder, Managing Principal at Landmark Capital

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