AI tools like Claude, ChatGPT, and Perplexity have become a regular part of how distribution, asset-raising, and business development teams research firms and prepare for outreach. The limitation has always been data access. On their own,...

Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted within seconds. Advisors engage with emails that are personalized with real firm data...

FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single family offices (SFOs) accounted for 31 of the 39 unique family offices involved, versus...

According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend from 121 transactions in May. Deals spanned pre-seed AI bets to a $12 billion technology...

ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some...

Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs...

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building...