In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Generic pitches get ignored. The key to standing out? Precision prospecting—and timely,...

For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are...

For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and background information on financial professionals, it wasn’t built to drive sales, build...

The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...

The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial professionals rely on FINTRX every day for prospecting into RIAs, advisor M&A and...

Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their...