Their Challenge

With a proven track record spanning over four decades, Strata Equity Group has consistently delivered superior results to its business partners through thoughtful planning and execution. But this growth has not come without challenges.

Because of the opaque nature of the private capital markets, Megan Sandler, Director of Capital Markets of Colibri Equity Management Family Office, was tasked with spearheading Strata Equity Group's investor relations efforts. 

In an effort to source credible private wealth data, Sandler turned to the FINTRX family office and registered investment advisor data solution to gain credible insight and access into 3,400+ family offices and 735,300+ investment advisors. 

The Outcome

Since becoming a FINTRX user, Strata Equity Group has dramatically enhanced its firm wide family office and investment advisor data intelligence. 

By leveraging the 850,000+ family office and investment advisor records coupled with actionable data and research tools, Strata now saves valuable time and resources when pursuing new investor opportunities. 

The FINTRX family office & RIA data platform allows Strata Equity Group to identify and engage with appropriate family offices and RIAs, determine investment history time frames and identify contacts with the most potential to take a meeting.

Our expansive contact information on 850,000+ decision-makers features job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, warm introduction opportunities, detailed bios and more. This has ultimately allowed Sanders and the Strata team to increase efficiency, book more meetings and expand its network. 

"FINTRX has helped us learn more about the people we are meeting with or could potentially meet with."

Megan Sandler - Director of Capital Markets, Colibri Equity Management Family Office