Their Challenge

Before turning to FINTRX, Performance Equity Management lacked a reliable source of information pertaining to the single and multi-family office ecosystems. Taylor Horty, Vice President of Business Development at Performance Equity Management, expressed a simple goal to the FINTRX team: To properly identify and prequalify single and multi-family offices within the FINTRX data and research platform by leveraging key information such as assets under management (AUM) and legitimizing LP prospecting to further identify the best point of contact from each vertical.

Sourcing and generating opportunities across the family office landscape posed immediate challenges for Horty and the Performance Equity team, especially given the private nature of family offices and the private wealth vertical at large.

Performance Equity Management ultimately turned to the FINTRX Private Wealth Database Solution to gain access to 20,000+ global family office records. 

The Outcome

Today, Taylor and Performance Equity Management team leverages the FINTRX portal daily to better access credible and updated family office intel on 3,500+ family offices and 19,700+ key family office decision-makers. Horty reflects on the past two years of leveraging the FINTRX financial advisor database as an “Excellent - easy to navigate platform with reliable family office data that adds a level of clarity to an often opaque vertical.”

As a highly valued third-year client, Performance Equity Management continues to utilize FINTRX for market trends, new investor targets and customized alerts & notifications as it pertains to their core prospects and ongoing relationships. Plus, the 75+ search filters allow Horty and her team to easily identify suitable prospects with information about their investment preferences, investment history and allocation preferences, among numerous other insights.

"FINTRX offers us reliable data that is regularly updated which allows our fundraising team to effectively manage prospecting lists and prequalify LPs ahead of outreach."

- Taylor Horty, VP of Business Development at Performance Equity Management