FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-growing independent Registered Investment Advisor (RIA) firms across the United States. This...
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.
Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continues to grow as a capital source, especially from family offices and independent...
For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, and the ability to execute. But breaking through the noise and getting in front of the...
In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features and data enhancements designed to offer deeper insight into the private wealth...
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...
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...
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...
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...
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