Private Wealth Research & Insights

Posts about:

Asset Raising

How to Target Family Offices for Your Next Raise Using AI Prompts

Raising capital from family offices has always come down to one hard problem: finding the ones who actually invest in what you're raising. Size and location tell you almost nothing about whether a family office will write a check into your sector,...

Family Office Real Estate Investment Activity: 1H 2026

FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single family offices (SFOs) accounted for 31 of the 39 unique family offices involved, versus...

Family Office Investment Activity - June 2026

According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend from 121 transactions in May. Deals spanned pre-seed AI bets to a $12 billion technology...

5 Powerful AI Prompts for Raising Capital from Family Offices

AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings. But when it comes to raising capital from family offices, surface-level research isn’t...

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 capital is actually deployed. With FINTRX, teams gain structured visibility into allocation...

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 competitive allocations, and engage the right advisors across an increasingly crowded product...

Using FINTRX AI to Find Family Offices & RIAs Allocating to Strategies Like Yours

Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the winners understand the why behind investor allocations and tailor their outreach to the...

Using FINTRX AI to Find & Target RIAs Holding Competitor ETFs

Fund distribution is increasingly a game of precision. The teams winning today aren’t those sending the most emails. They’re the ones using data and AI to identify real opportunities before anyone else. For ETF issuers and asset managers,...

How FINTRX Integrates with Your CRM to Streamline Workflow & Scale Outreach

For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. The best teams today run lean and smart—automating workflows, syncing data, and scaling...

Looking to Raise Money? Here Are 3 Reasons to Target Family Offices

For fund managers and private companies seeking to raise capital, choosing the right investors can make all the difference. While institutional allocators and RIAs often dominate the outreach list, one investor class has become...