Customer Case Studies

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Real Estate

Continental Realty Corporation

Continental Realty Corporation is a real estate investment firm dedicated to creating value for their investors through multi-family residential property investments. The firm manages the entire property investment cycle...

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Asset Manager

Wells Fargo Advisors

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through about 12,000 Financial Advisors and referrals from 4,000+ Licensed Bankers in branches across the United States...

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Venture Capital

Mammoth VC

Mammoth VC is a venture capital firm that specializes in early-stage startups with high growth potential. Their primary focus is on health and tech-driven companies...

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Separately Managed Accounts Exchange Traded Funds

Victory Capital Management

Founded in 1894, Victory Capital Management (VCM) is a global asset management firm with a unique business model that combines boutique investment qualities with a fully...

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Venture Capital Fund of Funds Deep Tech

MDSV Capital

Founded in 2021, MDSV Capital is a Palo Alto, CA-based venture capital firm seeking to invest in early-stage deep-tech companies. MDSV implements a fund of funds strategy focusing on index-like exposure...

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Investment Banking Capital Markets

Jefferies Group

Founded in 1962, Jefferies is an investment banking and capital markets firm that provides sales & trading, research, investment banking, asset and wealth management services to corporate clients, institutional investors and high-net-worth...

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Real Estate

Sandpiper Lodging Manager

Sandpiper Lodging Manager, LLC is a Virginia-based company that manages and owns more than 50 midscale and economy extended-stay hotels. Since their inception in 2012, Sandpiper has quickly become a household name...

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Real Estate

U.S. Realty Advisors

U.S. Realty Advisors (USRA) is a leading net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements...

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Private Equity Alternative Asset Placement

Aqua

Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...

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Structured Financing

Valiant Finance

Valiant Finance, an affiliate of Exemplar Companies, is a specialized investment firm offering innovative solutions to sophisticated investors. The firm manages a family of funds focused on differentiated strategies...

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Private Equity ETF Issuer

Sovereign's Capital

Founded in 2012, Sovereign's Capital is an Atlanta, Georgia-based investment firm that operates across asset classes including Public Equity, Private Equity, Venture Capital, Real Estate, Fund of Funds and ETF strategies...

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Alternative Asset Placement

Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services...

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Private Equity Venture Capital

Private Capital Development

Private Capital Development LLC (PCD) is a specialized professional services firm that establishes connections between private capital fund managers (GPs) and institutional and family office limited partner investors (LPs)...

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Venture Capital Technology

Fifth Wall Ventures

Founded in 2016, Fifth Wall Ventures is a Los Angeles, California-based venture capital firm focused on technology for the global real estate industry. With $3.2B in AUM, Fifth Wall connects the world's largest operators of real estate with entrepreneurs worldwide...

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Venture Capital

Anthropocene Ventures

Anthropocene Ventures, located in San Francisco, CA, is a global, early-stage venture capital firm renowned for its commitment to investing in founders who leverage exponential technologies and hard science...

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Capital Markets

Safe Harbor Distribution

Founded in 2017, Safe Harbor Distribution is a leading financial services company based in Pennsylvania. The company has experienced continued success by acting as a single source of investment products for financial advisors...

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Private Equity

Performance Equity Management

Founded in 2005, Performance Equity Management is an $11.5B independently owned investment management firm comprised of the former General Motors in-house private equity group...

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Real Estate

Parkview Financial

Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in commercial & residential private debt financing. Parkview provides short-term bridge and construction loans throughout the US...

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Hedge Fund

Apis Capital Advisors

Launched in 2004, Apis Capital Advisors is a New York City-based long-short equity hedge fund manager that focuses on global equity markets in industries such as technology, healthcare, industrials and consumer goods...

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Real Estate

Clear Investment Group

Clear Investment Group (CIG) is a boutique real estate investment firm based in Chicago, IL. Renowned as a trusted leader in the industry, CIG specializes in transforming distressed assets and creating quality housing for America’s working class...

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Real Estate

Hometap Equity Partners

Hometap Equity Partners is a Boston-based fintech company founded in 2017. Their Home Equity Investment solution provides homeowners with an alternative way to tap into their home equity...

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Venture Capital

PAX Momentum

PAX Momentum is an early-stage venture capital fund that invests in pre-seed & seed stage startups, with a laser focus on transforming B2B tech companies into thriving enterprises...

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Private Equity

Velocity Capital Management

Founded in 2021, Velocity is a New York-based alternative investment firm that collaborates with founders and executive teams to build best-in-class sports, media and entertainment companies...

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Investment Banking Capital Markets

Ziegler

Founded in 1902, Ziegler is a Chicago, IL-based investment bank, capital markets and proprietary investments firm specializing in the healthcare, senior living and education sectors...

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Private Equity

NewSpring Capital

Founded in 1999, NewSpring Capital is a Radnor, PA-based private equity firm with over 3B+ in AUM. NewSpring partners with operators of high-performing companies in dynamic industries to catalyze new growth...

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Private Equity

Ouroboros Group

Ouroboros Group is a private investment firm specializing in middle-market corporate acquisitions and operations. The firm works within a diverse set of industries...

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Real Estate

Strata Equity Group

Founded in 1983, Strata Equity Group is a San Diego, California-based real estate investment firm specializing in acquiring land, preparing it for development and managing existing multi-family and commercial properties...

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Asset Manager Traditional & Emerging Markets

Equinox Partners

Equinox Partners is a New York, NY-based financial services firm founded in 1987. The group comprises 11 highly specialized investment professionals aiming to have a low overlap with traditional markets...

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Traditional Long Only

Emerald Advisers

Founded in 1992, Emerald Advisers provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management...

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Client Case Studies

Hear How Our Users Leverage FINTRX to Effectively Access Family Offices and Registered Investment Advisors

See what our customers are saying

Continental Realty Corporation

Continental Realty Corporation is a real estate investment firm dedicated to creating value for their investors through multi-family residential property investments. The firm manages the entire property investment cycle...

Wells Fargo Advisors

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through about 12,000 Financial Advisors and referrals from 4,000+ Licensed Bankers in branches across the United States...

Mammoth VC

Mammoth VC is a venture capital firm that specializes in early-stage startups with high growth potential. Their primary focus is on health and tech-driven companies...

Victory Capital Management

Founded in 1894, Victory Capital Management (VCM) is a global asset management firm with a unique business model that combines boutique investment qualities with a fully...

MDSV Capital

Founded in 2021, MDSV Capital is a Palo Alto, CA-based venture capital firm seeking to invest in early-stage deep-tech companies. MDSV implements a fund of funds strategy focusing on index-like exposure...

Jefferies Group

Founded in 1962, Jefferies is an investment banking and capital markets firm that provides sales & trading, research, investment banking, asset and wealth management services to corporate clients, institutional investors and high-net-worth...

Sandpiper Lodging Manager

Sandpiper Lodging Manager, LLC is a Virginia-based company that manages and owns more than 50 midscale and economy extended-stay hotels. Since their inception in 2012, Sandpiper has quickly become a household name...

U.S. Realty Advisors

U.S. Realty Advisors (USRA) is a leading net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements...

Aqua

Aqua is a New York-based alternative investment firm that specializes in private equity. As a leading financial advisory firm, Aqua empowers financial advisors to invest beyond conventional asset classes...

Valiant Finance

Valiant Finance, an affiliate of Exemplar Companies, is a specialized investment firm offering innovative solutions to sophisticated investors. The firm manages a family of funds focused on differentiated strategies...

Sovereign's Capital

Founded in 2012, Sovereign's Capital is an Atlanta, Georgia-based investment firm that operates across asset classes including Public Equity, Private Equity, Venture Capital, Real Estate, Fund of Funds and ETF strategies...

Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. The firm also provides deep-dive strategic advice and asset management services...

Private Capital Development

Private Capital Development LLC (PCD) is a specialized professional services firm that establishes connections between private capital fund managers (GPs) and institutional and family office limited partner investors (LPs)...

Fifth Wall Ventures

Founded in 2016, Fifth Wall Ventures is a Los Angeles, California-based venture capital firm focused on technology for the global real estate industry. With $3.2B in AUM, Fifth Wall connects the world's largest operators of real estate with entrepreneurs worldwide...

Anthropocene Ventures

Anthropocene Ventures, located in San Francisco, CA, is a global, early-stage venture capital firm renowned for its commitment to investing in founders who leverage exponential technologies and hard science...

Safe Harbor Distribution

Founded in 2017, Safe Harbor Distribution is a leading financial services company based in Pennsylvania. The company has experienced continued success by acting as a single source of investment products for financial advisors...

Performance Equity Management

Founded in 2005, Performance Equity Management is an $11.5B independently owned investment management firm comprised of the former General Motors in-house private equity group...

Parkview Financial

Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in commercial & residential private debt financing. Parkview provides short-term bridge and construction loans throughout the US...

Apis Capital Advisors

Launched in 2004, Apis Capital Advisors is a New York City-based long-short equity hedge fund manager that focuses on global equity markets in industries such as technology, healthcare, industrials and consumer goods...

Clear Investment Group

Clear Investment Group (CIG) is a boutique real estate investment firm based in Chicago, IL. Renowned as a trusted leader in the industry, CIG specializes in transforming distressed assets and creating quality housing for America’s working class...

Hometap Equity Partners

Hometap Equity Partners is a Boston-based fintech company founded in 2017. Their Home Equity Investment solution provides homeowners with an alternative way to tap into their home equity...

PAX Momentum

PAX Momentum is an early-stage venture capital fund that invests in pre-seed & seed stage startups, with a laser focus on transforming B2B tech companies into thriving enterprises...

Velocity Capital Management

Founded in 2021, Velocity is a New York-based alternative investment firm that collaborates with founders and executive teams to build best-in-class sports, media and entertainment companies...

Ziegler

Founded in 1902, Ziegler is a Chicago, IL-based investment bank, capital markets and proprietary investments firm specializing in the healthcare, senior living and education sectors...

NewSpring Capital

Founded in 1999, NewSpring Capital is a Radnor, PA-based private equity firm with over 3B+ in AUM. NewSpring partners with operators of high-performing companies in dynamic industries to catalyze new growth...

Ouroboros Group

Ouroboros Group is a private investment firm specializing in middle-market corporate acquisitions and operations. The firm works within a diverse set of industries...

Strata Equity Group

Founded in 1983, Strata Equity Group is a San Diego, California-based real estate investment firm specializing in acquiring land, preparing it for development and managing existing multi-family and commercial properties...

Equinox Partners

Equinox Partners is a New York, NY-based financial services firm founded in 1987. The group comprises 11 highly specialized investment professionals aiming to have a low overlap with traditional markets...

Emerald Advisers

Founded in 1992, Emerald Advisers provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management...

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