Their Challenge

Prospecting into the private wealth space is often cumbersome given the lack of information available, leading to a common bottleneck in an industry that's highly sought after.

Prior to leveraging FINTRX, Wells Fargo Advisors had limited exposure to the alternative wealth space. The firm ultimately sought after the FINTRX solution to connect with family offices, start dialogues and develop humanized relationships so that business opportunities can organically come to fruition.

Thomas Gutterman, a Financial Advisor at Wells Fargo Advisors, outlines his initial pain point as "challenging and time-consuming when prospecting into the family office community." Gutterman and his team turned to FINTRX to facilitate a strategic plan for navigating the market.

The Outcome

Since joining FINTRX, Wells Fargo Advisors has identified prospective clients, enriched initial dialogue and effectively nurtured family office relationships. 

Today, Wells Fargo Advisors successfully leverage our extensive dataset of 3,600+ family offices and 20,000+ contacts to identify and build long-term relationships with single and multi-family offices worldwide.

"FINTRX has added tremendous value to my business. I have been able to create new relationships and share ideas with many smart individuals. The FINTRX platform has helped me really understand the family office business." - Thomas Gutterman, Financial Advisor at Wells Fargo Advisors