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, …
Read insight →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.
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 o…
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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-grow…
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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 notab…
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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, …
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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 FINTR…
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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 essent…
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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 data to reveal a notable shift in how …
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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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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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