3 Ways to Identify Your Next RIA Acquisition Using AI
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying…
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.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive land…
Read insight →
5 Largest Family Office Direct Deals of May 2025
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontie…
Read insight →
The Future of Private Wealth Prospecting: Inside FINTRX AI
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing d…
Read insight →
5 Keys to Booking More Meetings with RIAs
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with…
Read insight →
What’s Inside a 13F Filing—and Why It Matters for Prospecting Into RIAs
If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into …
Read insight →
The Ultimate Guide to Email Marketing for Targeting Registered Investment Advisors (RIAs)
In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and …
Read insight →
Top Viewed Endowments & Foundations in FINTRX – Q1 2025 Insights
The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growi…
Read insight →
Top Viewed Family Office Profiles on FINTRX – Q1 2025 Insights
The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. T…
Read insight →
Leveraging AI to Identify High-Intent RIAs in Your Territory
In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if yo…
Read insight →
Get The Newsletter