Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
Insights, updates, and best practices covering every corner of private wealth.
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features a…
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Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essent…
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On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office data to reveal a notable shift in how …
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The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset ma…
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Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate t…
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With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA…
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For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucia…
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Accurate, real-time data isn't just a luxury, it's a critical asset for identifying, targeting, and engaging the right RIA prospects. Without it, mark…
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The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategi…
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In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every mee…
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