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Private Wealth Research & Insights

3 Proven Ways to Make Your RIA Outreach More Effective

Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essential to personalize your outreach and focus on identifying warm leads that enable more...

Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data

On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...

5 Family Offices Added to FINTRX in June 2025 That Asset Managers Should Know

The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset managers seeking to connect with the right capital sources, staying current with emerging...

Top 5 Largest Family Office Direct Deals of June 2025

Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate tech, and fintech unicorns. With valuations soaring and check sizes escalating, these...

The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers

With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that...

5 Signals of High-Intent Prospects on Your Website for Asset Managers Distributing Funds to RIAs

For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucial for maximizing conversions and scaling your outreach efforts. While tracking website...

Data-Driven Marketing for Asset Managers: Why Accurate, Up-to-Date Information Matters in RIA Fund Distribution

Accurate, real-time data isn't just a luxury, it's a critical asset for identifying, targeting, and engaging the right RIA prospects. Without it, marketing efforts risk being inefficient, leading to missed opportunities and wasted...

RIA & Broker-Dealer Roundup: June '25 Moves, M&A Deals & Emerging Players

The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that continue to reshape the industry. In this edition of...

Let FINTRX AI Plan Your Next Work Trip

In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake must yield results. Yet, too often, valuable hours...

Top AI Solutions Asset Management Firms Use to Optimize Fund Distribution (And Why FINTRX Leads the Way)

Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing competition and the increasing complexity of managing large investment portfolios, firms...