Fundpath offers a cloud‑based business intelligence platform that aggregates real‑time, forward‑looking data on fund buyers’ investment preferences and allocation intentions. The service lets buyers publish their criteria and enables sellers to access verified buyer profiles, segment audiences across 150+ data points, and integrate insights into CRM systems, improving outreach efficiency and reducing wasted effort in the investment distribution chain.
Funding
$2.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Fund buyers and sellers in the wealth and asset management industry struggle with fragmented, outdated information about investment interests, allocation intentions, and decision‑maker contacts, leading to inefficient outreach and missed opportunities.
Solution
Fundpath provides a cloud‑based business intelligence platform that aggregates real‑time, forward‑looking data from thousands of wealth managers and asset managers. The service enables fund buyers to publish their investment preferences and “Talk To Me About” or “Don’t Talk To Me About” criteria, while fund sellers can access verified buyer profiles, allocation intentions, and gatekeeper information. Integrated analytics and dynamic dashboards allow users to segment audiences across more than 150 data points, export data for CRM integration, and plan targeted campaigns or roadshows. By delivering up‑to‑date, GDPR‑compliant insights, Fundpath streamlines fund discovery, improves relevance of outreach, and reduces wasted effort across the investment distribution value chain.
Target Audience
Primary users are fund buyers (wealth managers, discretionary managers, and investment consultants) and fund sellers (asset managers and sales/marketing teams) seeking accurate, real‑time market intelligence.
Features
- Centralised, free‑to‑use portal for fund buyers to share investment interests, allocation plans, and exclusion criteria.
- Real‑time, forward‑looking allocation data and buyer intent signals for fund sellers.
- Over 9,500 wealth‑management professionals and 1,100+ firms covered, with dynamic audience segmentation using 150+ data points.
- Exportable data feeds and API integration for seamless import into CRM and marketing systems.
- Interactive dashboards that visualise market coverage, gatekeeper roles, fund structures, and platform usage.
- GDPR‑compliant data collection and secure sharing of business information.
- Mobile‑friendly “industry in your pocket” access via FundpathGo for on‑the‑go updates.