CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean
For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for suc…
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Family Offices Added to FINTRX in May 2025 That Asset Managers Should Know
As private wealth continues to expand and diversify, FINTRX remains at the forefront, adding new family offices to its global dataset almost daily. In…
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13 High-Growth RIAs with FINTRX Acquisition Scores of 100
The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to trans…
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3 Ways to Identify Your Next RIA Acquisition Using AI
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying…
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Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive land…
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5 Largest Family Office Direct Deals of May 2025
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontie…
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The Future of Private Wealth Prospecting: Inside FINTRX AI
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing d…
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5 Keys to Booking More Meetings with RIAs
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with…
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What’s Inside a 13F Filing—and Why It Matters for Prospecting Into RIAs
If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into …
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