While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...

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, and the ability to execute. But breaking through the noise and getting in front of the...

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...