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 ma…
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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.
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Insights, updates, and best practices covering every corner of private wealth.
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 t…
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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 crucia…
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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, mark…
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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, strategi…
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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 mee…
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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 c…
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CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean
For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for suc…
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5 Family Offices Added to FINTRX in May 2025 That Asset Managers Should Know
As private wealth continues to expand and diversify, FINTRX remains at the forefront, adding new family offices to its global dataset almost daily. In…
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13 High-Growth RIAs with FINTRX Acquisition Scores of 100
The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to trans…
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