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...

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,...

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct...

Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...

Asset managers  cannot afford to waste time on the wrong targets, outdated data, or generic outreach.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...

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...

Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real estate, healthcare, and emerging market finance. Leveraging FINTRX family office data, we...

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 Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows.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...

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...