FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these institutions manage significant assets and play a crucial role in shaping market trends. With this new dataset, FINTRX continues its commitment to providing our clients with the most comprehensive and actionable intelligence in the private wealth space and empowers our users to uncover new opportunities, build meaningful relationships and close more business within this vital sector of the investment community.
Endowments and foundations play a crucial role in the financial ecosystem. With billions of dollars in managed assets, these institutions are influential players in the capital markets, often serving as key investors in a wide range of financial products and funds. For professionals in the financial services industry—whether you’re raising capital, offering innovative financial products, or looking to expand your investor base—understanding and connecting with these entities is essential.
However, like with family offices, pinpointing accurate and up-to-date data on endowments and foundations can be time-consuming and challenging, often leading to vague information and surface level detail. With diverse investment mandates, varying levels of assets under management, and distinct philanthropic goals, these institutions require a tailored approach. That’s where FINTRX comes in.
With FINTRX, you can now access a comprehensive directory of endowments and foundations, including the investment decision-makers behind them. Easily build lists, export data and leverage FINTRX tools to seamlessly navigate and parse thousands of hard-to-find data points on these institutions.
Leveraging AI-powered technology, advanced data tools and an extensive team of experienced researchers, FINTRX provides unparalleled depth and quality of data in the challenging sector of foundations and endowments. Here’s what you can expect:
Detailed profiles of key contacts & investment committee members, enhanced with AI-powered relationship intelligence, custom conversation starters and automated outreach tools
Direct contact information for each institution, including phone numbers, verified email addresses and links to recent filings and official websites for instant group access
Insights into investor AUM, investment goals & preferences, asset allocations, governance, ESG considerations and risk analysis to help uyou better tailor your outreach and offerings to fit investor needs
High-level data on the endowment & foundation space, designed to empower users to access key market research, conduct due diligence, highlight fundraising opportunities and more
Office locations for every endowment or foundation mapped down to street level, streamlining travel planning and territory tracking
Coupled with our advanced and user-friendly platform as well as AI-powered relationship-mapping, FINTRX Endowments & Foundations data solution empowers users to:
+ Leverage data on endowments & foundations and their key contacts with comprehensive profiles and investment strategy data
+ Track investible capital, asset flows, investments used and more to monitor key trends for top-performing institutions
+ Disseminate funds and investment products directly to endowments & foundations with direct contact information for key decision-makers and intelligent relationship mapping
+ Conduct market research & competitive intelligence on financial products within the nonprofit investment sector
+ Seamlessly tap into vast networks of nonprofit investors with advanced filtering functionality, AI search & analysis, and user-friendly interfacing and workflow tools
Click below to see the new data in action and learn how you can book more meetings, close more deals and raise more capital than ever with FINTRX.
FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ financial institution & advisor records designed to help industry professionals identify, access and map the global wealth management ecosystem. FINTRX data intelligence covers over 70,000+ financial entities, including family offices, endowments, foundations, RIAs, broker dealers and advisor wealth teams as well as 750,000+ associated reps & key contacts. Data for every record within FINTRX is aggregated from various public & private sources and regularly verified by an extensive research team to ensure reliable, high-quality data.
Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where capital is flowing, uncover allocation trends, break down investment data, understand market patterns, map business opportunities and much more.