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...

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...

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...

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...

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...

For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for success. Clean data ensures that marketing and sales teams are reaching the right people,...