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Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff directories. With the launch of the Bank & Trust dataset, FINTRX brings the same hybrid research...
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how...
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 transactions but still anchored by mega-deals at the top end, including a $10 billion round ...
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,...
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...
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...
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...
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...
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...
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets.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...
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