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Private Wealth Research & Insights

Posts about:

Family Offices

M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights

The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...

FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab

It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and...

The Top Technology and Data Platforms Fueling Asset Management Distribution

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...

2024 FINTRX Family Office Data Report

As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to meet shifting market dynamics. The 2024 Family Office Data Report, powered by FINTRX data, offers...

Refine Your Family Office Fundraising Strategy with FINTRX

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,...

5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX

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...

5 Ways to Leverage Your Network to Book More Meetings

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...

The Cost of Inaccurate and Outdated Data in Your CRM

A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...

Keys to Reducing Your Email Bounce Rates & Increasing Response Rates

Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose, they must be successfully delivered to recipients' inboxes. High bounce rates and low...

5 Keys to Raising Assets from Family Offices

Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...