The number of global family offices continues to increase exponentially, both in number of offices and in total assets under management. As more asset-raising professionals turn towards alternative investments, there is an ever-expanding ecosystem of investors which is often difficult to canvas.
The arduous task of identifying accurate and relevant family office information while also keeping up with the increasing numbers of established family offices was a considerable pain point for Rowe Capital Partners.
When prospecting into the family office ecosystem, Rowe found it “difficult to identify family offices and accurate contact information”, making it virtually impossible to create sustained relationships with investors. In order to distinguish specific family offices best suited for their particular use-case, it took extensive time and research, and often ended with outdated or unreliable information.
Rather than continuing to spend their time scraping the internet for credible information, Rowe Capital Partners turned to the FINTRX Private Wealth Data & Research Platform to leverage its constantly expanding and updated investor data.
Since their initial FINTRX adoption, Rowe Capital Partners has seen a significant improvement and uptick in their family office prospecting efforts, citing more efficiency and accuracy in identifying potential targets.
Rowe Capital Partners continues to utilize our vast dataset of 3,700+ family offices and 20,000+ contacts as well as custom workflows within the platform to focus their time and efforts on building a family office network with confidence.