Fundpath provides a data and business intelligence platform that connects fund buyers and sellers, facilitating informed engagement through shared insights. By addressing the information disconnect in the wealth management industry, Fundpath enhances operational efficiency and promotes targeted interactions, ultimately reducing the industry's carbon footprint.
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 often lack efficient ways to connect and share relevant information, leading to inefficiencies in the wealth management industry. The absence of readily available, accurate data hinders targeted engagement and informed decision-making for both parties.
Solution
Fundpath is a data and business intelligence platform designed to bridge the information gap between fund buyers and sellers. It provides real-time market intelligence, including asset allocation data, fund selection parameters, and key decision-makers. The platform enables fund sellers to identify and engage with the most relevant prospects, while fund buyers can streamline their research and discovery process. Fundpath offers tools for audience curation, campaign planning, and data integration, ensuring that users have access to comprehensive and actionable insights. By providing a centralized hub for industry data, Fundpath facilitates more effective communication and collaboration, leading to better outcomes for all stakeholders. The platform offers two primary services: FundpathGo, which delivers dynamic data and real-time lead generation, and FundpathPro, which enables users to segment and analyze industry data for precise market definition and targeted marketing.
Target Audience
Fundpath targets both fund buyers (e.g., wealth managers, investment advisors) seeking to streamline fund selection and fund sellers (e.g., asset managers, fund distributors) aiming to improve their sales and marketing effectiveness.
Features
- Real-time lead generation based on "Talk To Me About" (TTMA) and "Don't Talk To Me About" (DTTMA) indicators
- Perpetually updated market intelligence through the Fundpath Knowledge Bank
- Forward-looking asset allocation data to define distribution strategies
- Identification of key people, gatekeepers, and committee members involved in fund selection
- Tracking of people moves and company focus to maintain an up-to-date dataset
- Customizable dashboards with over 150 data points for in-depth audience understanding
- Data export functionality for integration with other systems
- Audience curation tools for precise market segmentation