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CASE STUDY

How Rowe Capital Partners Leverages FINTRX

2001

Year Founded

Capital Placement

Industry

Boulder City, NV

Headquarters

Rowe Capital Partners

Overview

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services to alternative investors.

 

The arduous task of identifying accurate family office information, while also keeping up with new family offices being established, was a considerable pain point for the firm prior to joining the FINTRX platform.

"FINTRX is outstanding and very educational as the family office sector is quickly evolving."

Jim Rowe
Jim Rowe
Principal, Rowe Capital Partners
SUMMARY 

Case Study

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services.
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Their Challenge

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suited for their particular use-case took extensive time and research, and in the end, they often found themselves with outdated or unreliable information.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.

The Outcome

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.

Today, Rowe Capital Partners is successfully using our vast dataset of 3,000+ investors and 11,000+ contacts, to efficiently “identify family office areas of interest and allocation preferences." - Jim Rowe, Principal at Rowe Capital Partners

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