Today's technological advances make finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX make it possible to discover commonalities that drive efficient outreach processes.
Capitalizing on similarities such as shared alumni roots, overlapping years at previous employment stops, and even passions shared outside the office - e.g. golf, wine, art, etc. is critical to ensuring effective engagement.
Explore the top three best practices we've seen our clients and others in the space leverage to spark meaningful conversations for maximized impact.
For more practical family office insights and best practices, visit our Knowledge Center.
Hundreds of the world's largest asset managers, bankers, private companies and fund managers leverage FINTRX to target family office capital - Discover why & join the movement.
Designed for the asset raising professional, FINTRX offers accurate and comprehensive family office intelligence - engineered to streamline your family office capital raising efforts.
Explore in-depth dossiers on each family - AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, amongst other key data points.
Discover which family offices are attending upcoming/past events, set custom alerts to learn when your prospects are attending events & access discounts to attend our partner sponsored conferences.
The FINTRX platform was launched in early 2014, after numerous requests for a more dynamic and interactive family office prospecting solution.
Today FINTRX remains the leading, cloud-based solution which offers unparalleled data and insights on the family office investments space.