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Private Wealth Research & Insights

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Best Practices

How Effective is ChatGPT for Targeting RIAs?

The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,...

How to Use Custodian Data to Recruit Advisors & Expand RIA Relationships with FINTRX

Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,...

7 Prospecting Mistakes Asset Managers Make (and How FINTRX Fixes Them)

Asset managers  cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting traps that stall growth and limit conversion. Below, we unpack seven of the most...

8 Ways FINTRX Makes Your CRM Smarter

CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in delivering the actionable intelligence needed to drive capital raising, product distribution, or...

5 Steps to Advisor Recruiting & M&A Using FINTRX

Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Firms need to leverage the most advanced tools to gain a strategic edge. FINTRX—the leading...

10 Reasons Top Firms Are Switching to FINTRX in 2025

The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset...

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...