How to Target Family Offices with Precision Using FINTRX
Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capi…
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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Insights, updates, and best practices covering every corner of private wealth.
2025 FINTRX Family Office Industry Report
Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 44…
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RIA & Broker-Dealer Roundup: February '26 Moves, M&A Deals & Emerging Players
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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Women in Wealth Management - 2026
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data s…
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Intapp Announces Partner Forum 2026 Award Winners
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, …
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The 20 Most Common FINTRX AI Prompts Used by Distribution Teams
AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and …
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10 Reasons Asset Managers & ETF Issuers Rely on FINTRX in 2026
In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win…
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5 Family Offices Investing in Sports Companies
From emerging leagues and performance venues to fan-engagement platforms and sports media infrastructure, the business of sports continues to attract …
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FINTRX Expands C-Suite Amid Growth of Private Wealth Intelligence Platform
BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
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5 Ways to Stand Out in Future Proof Breakthru Meetings
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. On…
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