Keys to Reducing Your Email Bounce Rates & Increasing Response Rates
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose,…
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 Keys to Raising Assets from Family Offices
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to rais…
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3 Ways to Improve Your Cold Outreach to RIAs
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, an…
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Optimizing Advisor Recruiting & Business Development: FINTRX & Milemarker Webinar Recap
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how …
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FINTRX Data Feeds: Custom Solutions for Smarter Prospecting & Business Growth
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrati…
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Unlock the Power of FINTRX CRM Integrations for Asset-Raising & Distribution
In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and di…
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How FINTRX Helps Wealth Management & RIA Recruiters Find Top Talent
With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong networ…
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FINTRX 2024 Product & Data Year in Review
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry …
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3 Ways to Transform Meeting Prep with FINTRX AI Analyst
In the fast-paced world of finance, time is money and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or ana…
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RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
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