6 Things You Can Ask Fin to Do This Week
Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How ETF Distributors Use FINTRX to Identify High-Opportunity RIAs
New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
Read insight →
25 AI Prompts Distribution Teams Are Running with FINTRX
AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…
Read insight →
Walk Into Every Meeting Already Briefed with Fin
Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…
Read insight →
Introducing Fin by FINTRX: Private Wealth Intelligence, Delivered to You
Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brin…
Read insight →
5 Ways to Stand Out in Future Proof Festival Breakthru Meetings
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management exe…
Read insight →
How to Use AI to Track Family Office Direct Deal Activity in Real Time
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, r…
Read insight →
5 Signs an Advisor is Ripe for Recruiting (and How to Spot Them with FINTRX)
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…
Read insight →
5 Ways to Use FINTRX to Target Rapidly Growing RIAs
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…
Read insight →
Refine Your Family Office Fundraising Strategy with FINTRX
Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape evolves, fund managers and capital rai…
Read insight →
Get The Newsletter