5 Ways to Stand Out in Future Proof Breakthru Meetings
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. On…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
CNBC’s Family Office 15: Robert Frank Ranks the Most Active U.S. Family Offices Using FINTRX Data
In a new Inside Wealth feature, Robert Frank of CNBC unveiled the Family Office 15 — a ranking of the most active U.S. family offices in direct dealma…
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How Recruiting and M&A Teams Identify RIAs with FINTRX
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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Top RIA Databases in 2026: Tools Every Distribution Team Should Know
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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From Data to Deals: How FINTRX Smart Lists & Alerts Fuel CRM-Driven Outreach
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’…
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The Best AI for Targeting RIAs: Why FINTRX Beats ChatGPT, Gemini & Perplexity
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re…
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Using FINTRX AI to Find Family Offices & RIAs Allocating to Strategies Like Yours
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the…
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FINTRX for Marketing Teams: Verified Data, AI & Precision Targeting
Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, b…
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Using FINTRX AI to Find & Target RIAs Holding Competitor ETFs
Fund distribution is increasingly a game of precision. The teams winning today aren’t those sending the most emails. They’re the ones using data and A…
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