As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging 

The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right...

The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily to raise...

The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...

Securing capital from family offices requires a strategic approach rooted in precision and efficiency. With the private wealth landscape evolving rapidly, fund managers and capital raisers must leverage cutting-edge tools to identify,...

The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern...

When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disposal. Building meaningful connections is key, but effectively leveraging those...