Finding your next big opportunity isn’t about casting a wider net; it’s about knowing exactly who to call, when, and why. Whether you're raising capital, recruiting advisors, or identifying firms to acquire, the edge belongs to those who...

Whether launching a new ETF, mutual fund, SMA, or annuity, your success hinges not on how many RIAs you contact—but which ones. Most firms aren’t actively looking for new products. But a strategic few are, and they’re reallocating right...

ETF wholesalers are operating in one of the most competitive distribution environments ever. Markets move quickly, advisors adjust portfolios even faster, and getting in front of the right decision-makers, at exactly the right time, has...

The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driving deal flow, but surfacing the right firms at the right time remains a challenge. That’s...

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...

The introduction of AI Elements in FINTRX has fundamentally changed how asset managers, fund distributors, advisors, and business development teams uncover insights across the RIA and family office ecosystem. With the ability to create...

Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry...

As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates research but also adapts to their strategy. Enter agentic AI — a rapidly emerging category...

Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, today launched AI Elements — a new tool that enables users to create custom data fields,...

The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business...