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Private Wealth Research & Insights

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Best Practices

3 Ways to Use Relationship Mapping to Warm Up Cold RIA Leads

The Registered Investment Advisor (RIA) space is flooded with generic outreach, and without trust or context, your message is easy to ignore. That’s why leading firms turn to FINTRX and its proprietary AI-driven feature, Relationship Path,...

The Essential AI Tech Stack for Private Equity Firms in 2025

Private equity (PE) firms are increasingly leveraging artificial intelligence (AI) to enhance operational efficiency, inform more informed investment decisions, and streamline deal flow. As the industry becomes more data-intensive and...

5 Powerful AI Prompts for Targeting RIAs in 2025

As the wealth management industry continues to evolve, the role of artificial intelligence (AI) in streamlining prospecting and client engagement has become undeniable. For asset managers seeking to raise capital or expand their businesse...

Finding High-Growth RIAs with FINTRX: Using Awards & Accolades as a Prospecting Lens

When you’re targeting RIAs, industry awards are more than recognition - they’re signals of growth, credibility, and momentum. With FINTRX, you can filter for those firms and reps by verified accolades, including Citywire RIA's 50 Growers...

5 Keys to Staying Engaged with Family Offices Between Raises

While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...

Mastering Investor Outreach: A Practical Guide to Raising Capital

Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continues to grow as a capital source, especially from family offices and independent...

How Emerging Managers Use FINTRX to Target Family Offices & Raise Capital

For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, and the ability to execute. But breaking through the noise and getting in front of the...

The Competitive Advantage of FINTRX-Enriched Private Wealth Data

In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...

3 Proven Ways to Make Your RIA Outreach More Effective

Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essential to personalize your outreach and focus on identifying warm leads that enable more...

5 Signals of High-Intent Prospects on Your Website for Asset Managers Distributing Funds to RIAs

For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucial for maximizing conversions and scaling your outreach efforts. While tracking website...