<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
REQUEST TRIAL

Activate Below

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.

Trusted By
grey transparent oppenheimer logo-1-1
Charles-Schwab-Logo-2001-present-1-1-1
CASE STUDY

How Lanier Ivy Leverages FINTRX

New York, NY

Headquarters

2020

Year Founded

1-10

Employees

Lanier Ivy

Overview

Lanier Ivy is an Atlanta, GA-based private equity asset manager focused on diversified middle-market private equity and debt co-investments.

 

For those looking to raise capital, the family office landscape can be opaque and challenging to uncover. It is from this pain point that Lanier Ivy sought the FINTRX family office data and research platform.

"We use the database daily to efficiently manage outreach and grow our network. We could not accomplish our goals without FINTRX."

Robert Becker
Robert Becker
Managing Director, Lanier Ivy
SUMMARY 

Case Study

Lanier Ivy is an Atlanta, GA-based private equity asset manager focused on diversified middle-market private equity and debt co-investments...
Get the PDF

Their Challenge

Once you have identified a family office that matches your unique offering - it is a tedious task to conduct research and source-specific contact information. It is from this pain point that Lanier Ivy sought the FINTRX family office data and research platform.

Overwhelmed by the research required to identify contacts of family offices, Lanier Ivy turned to FINTRX as a solution. In a highly competitive industry, where establishing contact in a timely manner with the right person is essential, Lanier Ivy needed access to a reliable source of information for streamlining their market research process. Not only would the FINTRX platform solve their struggle to identify suitable family offices, but they also found the platform "offered CRM functionality that is thorough and easy to utilize." In turn, the team is able to effectively manage their outreach and develop relationships within the one platform.

Through the adoption of FINTRX in their daily workflow, Lanier Ivy has substantially reduced the time spent researching and sifting through outdated resources. This allows the team to focus on its core competencies - building and nurturing relationships with LPs.

The Outcome

With an array of sorting filters available within the platform, Robert and the Lanier Ivy team can target investors according to their allocation preferences, location, previous investment activity, and more.

Reducing the time spent researching family offices through our comprehensive investor profiles, FINTRX has allowed them to focus on building out their family office network with efficiency.

Today, Lanier Ivy is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals to "create curated prospecting lists and focus outreach accordingly." - Robert Becker, Managing Director at Lanier Ivy

Additional Case Studies

PE

NewSpring Case Study

NewSpring Capital is a $2B+ AUM private equity fund, which partners with the innovators, makers, and operators of high-performing...
Read Case Study

ASSET MANAGEMENT

Wells Fargo Group Case Study

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through approximately 12,000...
Read Case Study

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

resiliency-graphic
solution-icon-9

Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

solution-icon-9

Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

resiliency-graphic