Since its inception in 2009, Parkview Financial found it difficult and cumbersome to source the right investors for its private real estate funding opportunities.
Prior to becoming a FINTRX user, Parkview would spend hours on end identifying suitable family offices and registered investment advisors. The firm ultimately turned to FINTRX hoping to maintain credible and updated private wealth data for future prospecting opportunities.
With over 850,000+ family office & investment advisor records, Parkview Financial has streamlined its family office and registered investment advisor intelligence. and continues to strategize its approach to the market.
In providing continuously updated information on family offices, wealth managers and registered investment advisor contacts, Parkview can optimize its workflow and stay organized.
Parkview leverages the FINTRX native data fields on the 'Contact Responsibilities & Roles' to target the right investors and due diligence associates.
Our native data points have allowed Fairview to segment 730,000+ family office and registered investment advisor contacts to one core list of targeted individuals that would be interested in its Real Estate Private Debt Funds.