Their Challenge

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. The team was overwhelmed with the research required to identify contacts at family offices and struggled to find and connect with key decision-makers in the family office space.

The Outcome

The Lanier Ivy team eventually turned to the FINTRX Private Wealth Data & Research Platform as a solution to their lack of accurate and actionable family office data.

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 was able to effectively manage their outreach and develop relationships within the one platform. 

Lanier Ivy successfully utilized our vast dataset of 3,700+ investors and 19,500+ family office professionals to "create curated prospecting lists and focus outreach accordingly."  With an array of sorting filters available within the platform, Robert and the Lanier Ivy team have been able to target investors according to their allocation preferences, location, previous investment activity and more. Reducing the amount of time spent researching family offices through our comprehensive investor profiles, FINTRX has allowed them to focus on building out their family office network with far more efficiency.