Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brings FINTRX data and intelligence directly into email, Slack, Microsoft Teams, Mic…
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial a…
Read insight →Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing che…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
The most successful advisor recruiters don't just find names; they find moments. Knowing when an advisor is likely to consider a move is what separate…
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AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which…
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Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape evolves, fund managers and capital rai…
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If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled …
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AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distr…
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AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Cl…
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AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings…
Read insight →One sharp email covering the most important movements across private wealth. New research first. No filler.
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