Their Challenge

Prior to becoming a FINTRX user, Stronghold Investment Management had no formal way to source credible and up-to-date family office and registered investment advisor data. The firm relied on existing relationships and networks to strengthen its business development and investor relations efforts. 

In an effort to source credible private wealth data, the Stronghold team turned to the FINTRX private wealth data solution to gain high-level insights and access into 3,400+ family offices and 736,800+ investment advisors around the globe. 

The Outcome

FINTRX Family Office & RIA Database provider has enabled Stronghold Investment Management to expand its investor base tenfold. The efficient user interface and proprietary contact insights have provided Stronghold with an effective path forward.

By leveraging the 375+ advanced search filters and query options to identify specific individuals most likely to be interested, FINTRX has considerably enhanced its private wealth outreach. 

FINTRX determines investment history time frames and identifies contacts with the most potential. Our expansive contact information on 850,000+ decision-makers features job titles, direct email addresses, phone numbers, connections, alma maters, past employment history, warm introduction opportunities, bios and more. 

This has ultimately allowed Buchanan and the Stronghold team to drive more meetings and increase growth for its organization.