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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 Outdated lists, broad targeting, and one-size-fits-all personas lead to missed opportunities and wasted spend. FINTRX gives marketing teams verified private wealth data and AI-powered intelligence to pinpoint real opportunities, personalize with confidence, and support revenue with clarity. Instead of guessing, teams know who to target, why it matters, and how to prove impact. Here’s how leading marketing teams use FINTRX to identify the right firms, run smarter campaigns, and turn precision into performance.
Why Marketing Teams Choose FINTRX
Before diving into execution, marketing teams need confidence in their foundation. FINTRX delivers:
• Verified, continuously updated RIA and family office intelligence spanning 750,000+ registered reps, 40,000+ advisory firms, 100,000+ wealth teams, and 4,300+ global family offices
• AI-powered tools that accelerate research, segmentation, and personalization
• Custom scoring and intelligence unique to your GTM strategy
• A single source of truth for identifying, analyzing, and engaging private wealth prospects
Identify: Find the Right Prospects Faster & With Precision
The first step in any successful marketing strategy is knowing exactly who to target. FINTRX gives marketing teams the ability to instantly identify the RIAs, broker-dealers, wirehouses, advisor teams, family offices, that align with their ideal customer profile, using both traditional filters and AI-powered intent signals. Key capabilities include:
• Precision Audience Building: Filter firms by AUM, channel, investment style, product allocation, custodian mix, geography, and hundreds of additional criteria.
• AI Search for Intent: Use natural-language prompts to uncover high-intent opportunities (e.g., “Identify RIAs in California allocating to alternative credit strategies”).
• Custom AI Elements: Build proprietary scoring models such as Ideal Prospect Score, ETF Adoption Propensity, or Alternatives Appetite Index to surface the firms most likely to engage with your product.
By replacing broad targeting with precise intelligence, FINTRX helps marketing teams build cleaner lists, reduce wasted spend, and focus only on the firms that matter.
Analyze: Turn Verified Intelligence Into a Clear Marketing Strategy
Once the right firms are identified, FINTRX enables marketing teams to deeply analyze each prospect and segment, helping shape messaging, content, and campaign direction with clarity and confidence. Insights include:
• Persona-Level Understanding: Explore work history, certifications, interests, investment philosophy, and firm structure to create messaging that resonates with different roles.
• Firm-Level Fit Assessment: Dive into specific RIA and family office profiles to evaluate how your product aligns with their allocation patterns, historical behaviors, and strategic focus.
• Targeted List Evaluation: Review curated lists (such as ETF allocators, alternatives adopters, or competitor fund holders) to understand why each group is a strong fit for your narrative.
• AI Analyst Summaries: Generate instant briefs for territories, investment themes, product categories, or individual firms to guide content, positioning, and campaign design.
• Market Opportunity Sizing: Quantify the total opportunity by region, channel, product type, or investment trend to fuel strategic planning and resource allocation.
This analysis gives marketers the insights needed to craft tailored campaigns, sharpen GTM messaging, and confidently prioritize audiences.
“We really did not have any way to prospect new people to TCW. FINTRX completely changed that... FINTRX has personally saved me a significant amount of time in my day-to-day. It’s a one-stop shop for the insights and data we need to bring the best opportunities to the top. It’s unmatched.” — Julia Koller, The TCW Group
Engage: Deliver Personalized Outreach That Drives Action
With intelligence in hand, FINTRX enables marketing teams to engage RIAs and family offices with targeted, high-impact campaigns. FINTRX delivers:
• Segmentation-Driven Campaigns: Deploy email, paid media, and ABM campaigns built on verified contacts and firm data, not guesswork.
• Personalized Messaging at Scale: Tailor outreach based on investment behaviors, interests, personas, and product alignment surfaced through FINTRX.
• Event & Webinar Optimization: Identify ideal attendees for conferences and virtual events, run targeted invites, and drive more meaningful post-event follow-up.
• Sales Enablement: Equip distribution teams with AI-generated prep packets, account summaries, and prioritized lists to ensure cohesive marketing → sales handoff.
FINTRX helps marketing teams turn intelligence into action, replacing broad outreach with precise, revenue-aligned engagement.
"The AI is scary cool... we have used it to create marketing campaigns or target firms who are using a competitor's ETF." — Carl Berg, F/m Investments
Enrich: Power Your Marketing Infrastructure With Verified RIA & Family Office Intelligence
FINTRX doesn’t just power targeting and campaigns; it powers your entire marketing infrastructure by enriching CRM records with continuously updated data and intelligence.
• CRM Integration: Connect FINTRX directly with Salesforce, HubSpot, DealCloud, Microsoft Dynamics, and other systems to sync firm and contact intelligence.
• Verified Data Sync: Ensure sales and marketing always work from accurate, unified profiles—reducing data decay and improving segmentation.
• Automatic Enrichment: Keep key fields like AUM, team members, roles, contact info, custodians, assets, and behavioral insights up to date.
• Smarter Marketing Ops: Enable cleaner workflows, stronger scoring, more accurate reporting, and more efficient campaign execution.
• Cross-Team Alignment: Marketing, sales, and leadership operate from the same, verified source of truth—without manual updating or conflicting records.
Data enrichment ensures that everything identified, analyzed, and engaged through FINTRX feeds directly into your core marketing systems, creating a seamless and powerful GTM engine.
Ready to see what precision marketing really looks like?
Book a FINTRX demo to see how verified RIA and family office data, AI intelligence, and custom targeting can power your next campaign, from cleaner lists to higher-converting campaigns.
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