New Release: Family Office Year Established
Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the winners understand the why behind...
Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, broad targeting, and one-size-fits-all...
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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.
Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
In the world of private wealth, who you know—and what connects you—can make all the difference. Whether you're targeting a family office, a registered investment advisor (RIA), or a broker-dealer, leveraging personal affiliations like your alma...
In today’s fast-paced, tech-enabled world, cultivating a strong network is more essential—and more complex—than ever. This holds true across the private wealth space, where access, trust, and timely information drive opportunity. While conferences...
Private equity and strategic buyers aren’t the only ones courting family-owned businesses these days.
Family offices—the often discreet...
FINTRX, the leading private wealth intelligence platform, has announced a strategic partnership with Meyler Capital, a global investment marketing firm known for its creative approach to raising assets and building manager credibility.

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