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Private Wealth Research & Insights

Posts by

Renae Hatcher

Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.

Most Viewed Firm Profiles on FINTRX – Q2 2025 Insights

With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,...

The Complete List of Fastest Growing RIAs in Every State - 2025

Citywire RIA has unveiled its 2025 50 Growers Across America report, spotlighting the fastest-growing RIAs across the U.S., and FINTRX is proud to be the exclusive data provider for this year's edition, taking over from Discovery Data. This year's...

5 Keys to Staying Engaged with Family Offices Between Raises

While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...

FINTRX Powers Citywire’s 2025 50 Growers Across America Report

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...

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

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.

How Emerging Managers Use FINTRX to Target Family Offices & Raise Capital

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...

The Competitive Advantage of FINTRX-Enriched Private Wealth Data

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 Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...

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...