Prior to joining FINTRX, Spencer spent a lot of time conducting manual research across the family office landscape to uncover contacts at firms that would be interested in their unique offering. When choosing to use FINTRX, Hometap Equity Partners had clear goals in mind. They wanted to find family offices that would be an ideal fit and establish common ground with potential investors.

Partnering with FINTRX has proved to be a game-changer for Hometap Equity Partners, saving them valuable time by automating manual research and providing insights into shared interests with potential investors. In addition, the Affinity feature has been especially valuable, allowing Spencer to take a warm approach in his outreach efforts, drawing on commonalities with thousands of contacts.

Thanks to FINTRX, Hometap Equity Partners has been able to overcome their pain point of lack of focus and streamline their outreach efforts. By leveraging the Affinity Score feature and accessing detailed information on 3,700+ family offices & 20,000+ contacts, they have been able to find the perfect investors for their asset class. Spencer Herman and Hometap Equity Partners are now better equipped to make warm and meaningful connections with potential investors.