The number of global family offices continues exponentially increase, both in AUM and count of offices. As more asset-raising professionals turn towards alternative investments, there is an ever-expanding ecosystem of investors, many of which are often unapparent and opaque.
Upon speaking with Jim Rowe, Principal at Rowe Capital Partners and multi-year FINTRX seat holder, Jim outlined his main reasons for choosing FINTRX. When prospecting in the family office ecosystem, he noted they found it “difficult to identify family offices and accurate contact information,” making it nearly impossible to create and sustain relationships.
Identifying and targeting specific family offices best suited for their particular use-case took extensive time and research, and in the end, they often found themselves with outdated or unreliable information.
Rather than continuing to spend their hard-earned time scraping the internet for information, Rowe Capital Partners turned to FINTRX. Because the FINTRX research team is constantly expanding and updating all investor information, Rowe felt it would solve their expressed pain points.
Since their initial FINTRX adoption, Rowe Capital Partners has seen a significant improvement and uptick in their family office prospecting efforts, citing reduced time to identify potential targets and accurate data.
In working together with the FINTRX team to create a customized workflow within the platform, Rowe can focus his time and efforts on building his family office network with confidence.