Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...

The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,...

Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,...

Asset managers  cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting traps that stall growth and limit conversion. Below, we unpack seven of the most...

CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in delivering the actionable intelligence needed to drive capital raising, product distribution, or...

Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real estate, healthcare, and emerging market finance. Leveraging FINTRX family office data, we...

Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Firms need to leverage the most advanced tools to gain a strategic edge. FINTRX—the leading...

For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are...

The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset...