High Net Worth Data | Fundtico
The top prospecting tool for targeting affluent prospects
High Net Worth Data
IDENTIFY IDEAL CLIENTS
Attract and grow a qualified pipeline
Raise Assets
We leverage industry leading data generation and information that look like your ideal prospects or clients
High Touch Ideas
Through client modeling and smart learning, we build a process to help gain prospect attention
Targeting Affluency
Through financial activity and data, we are able to help identify opportunities when they occur
Data To Help Focus Growth
We help keep track of inflows throughout the country so you can focus your resources on the right areas
Asset Diversification
Raise assets from new market and diversify away from concentrated clients and asset inflow
Firm Resource Oriented
We build our process and your ideal client around your expertise and firms resources
High Net Worth Prospecting
Designed To Spark Conversations
Our mission is to be your prospecting go-to. Let us focus on the data and intelligence so you can focus on closing more business in this increasingly competitive environment.
AFFLUENT CONNECTION
Our platform alerts our users to your fund when they have leveraged a similar fund or fund strategy. This keeps you actively in front of investors and new business.
GENERATE INBOUND INTEREST
Private Equity Fund raising is a time consuming task. Fundtico works hard to make sure the data, information and analytics get you in front of the right investors.
EMPOWER YOUR SALES TEAM
Whether it is a dedicated individual or sales team or the fund managers themselves, give them the means to meet and grow asset targets.
Network Of
Opportunities
The Private Equity Platform is meant to drive private equity deals, funds and asset flow. As with anything in the information age, relationships are critical to the success of your fund.
Increase Deal Flow
Fundtico is designed to help fulfill those goals by introducing you to a network of investors, investment advisors and institutional investors
Full Asset Pipeline
Have new investors and asset flow on standby before you need it. Market and fund new and current deals quickly
Vision to Plan
Advisors and investors are continually seeking out Private Equity deals to complement their portfolios across the country
Our Experience,
Skills & Expertize.
Your Profit.
Efficiently unleash cross-media information without cross-media value. Quickly maximize timely deliverables.
Collaboratively administrate empowered markets via plug-and-play networks. Dynamically procrastinate B2C users after installed base benefits.
Collaboratively administrate empowered markets via plug-and-play networks. Dynamically procrastinate B2C users after installed base benefits.
FIRST
Start your trial today
Efficiently unleash cross-media information without cross-media value.
Market Expansion
Expand offerings, relationships and asset flow quickly and securely.
Digital Document Flow
Quickly move the subscription process along to prospects and clients.
FUNDTICO SERVICES
Grow Faster & Smarter
We are all about growth
Private Equity Platform
Fundtico connects Advisors and Family Offices with your Private Equity Fund. Gain interest, subscriptions and commitments easily with a few clicks.
Financial Professionals
Whether you are a Family Office, Independent Wealth Advisor or Firm looking to grow, Fundtico can help introduce a way to differentiate yourself.
Hedge Fund Platform
Raise assets and gather interest and grow relationships quicker. Unlock a national presence without the massive injection of a marketing budget.
High Net Worth Data
We leverage a technology platform designed to help aggregate high net worth data on prospects. Leveraging this give you a significant advantage in marketing and sales..