3 Proven Ways to Make Your RIA Outreach More Effective
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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Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data
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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5 Family Offices Added to FINTRX in June 2025 That Asset Managers Should Know
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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Top 5 Largest Family Office Direct Deals of June 2025
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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The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers
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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5 Signals of High-Intent Prospects on Your Website for Asset Managers Distributing Funds to RIAs
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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Data-Driven Marketing for Asset Managers: Why Accurate, Up-to-Date Information Matters in RIA Fund Distribution
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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RIA & Broker-Dealer Roundup: June '25 Moves, M&A Deals & Emerging Players
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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Let FINTRX AI Plan Your Next Work Trip
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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Top AI Solutions Asset Management Firms Use to Optimize Fund Distribution (And Why FINTRX Leads the Way)
Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing c…
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