Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry...

As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates research but also adapts to their strategy. Enter agentic AI — a rapidly emerging category...

Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, today launched AI Elements — a new tool that enables users to create custom data fields,...

The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business...

In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, distributing investment products, recruiting advisors, or sourcing M&A deals, guesswork...

Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving....

Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an...

When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need to understand how RIAs operate, what strategies they employ, and where opportunities exist...