Their Challenge

Navigating the alternative & private wealth landscapes is often challenging and time-consuming, even for the most seasoned firms. The case was no different for the team at Ziegler, who was seeking money for their newest Venture Capital fund.

When creating the fund, Ziegler ran into several hurdles, particularly the lack of a centralized source of data on family offices and their investment mandates. Rather than continuing to use an ineffective process, Ziegler turned to the FINTRX solution, knowing its instantaneous ability to filter through thousands of family offices and contacts would ultimately save them both time and money down the road.

Not only would FINTRX enable Ziegler to identify suitable family office investments, but it would also provide a one-stop shop to keep outreach notes and tasks organized across their team.

The Outcome

By implementing FINTRX, the team at Ziegler was able to leverage data on 3,700+ family offices and 19,500+ contacts to help broaden their exposure across the family office market.

Having access to our platform allowed them to filter through thousands of family offices to easily cultivate a list of well-aligned, high potential prospects for their investment opportunities.

FINTRX also simplified the process of creating intelligent relationships--a challenging process that was historically based solely on preexisting relationships and included minimal information on family office investment decisions.

"For recent fund and capital raising efforts, FINTRX has made it easier than ever to cultivate a list of targeted, well-aligned family offices that may be interested in the opportunity."

Jenny Poth - Vice President at Ziegler