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Private Wealth Research & Insights

Posts about:

Family Offices

5 Largest Family Office Direct Deals of October 2025

Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct...

Looking to Raise Money? Here Are 3 Reasons to Target Family Offices

For fund managers and private companies seeking to raise capital, choosing the right investors can make all the difference. While institutional allocators and RIAs often dominate the outreach list, one investor class has become...

5 AI Prompts Powering Prospecting in FINTRX

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...

5 Ways to Use FINTRX to Prep for Conferences

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...

FINTRX Introduces AI Elements, Transforming How Investment Professionals Analyze Private Wealth Data

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,...

5 Largest Family Office Direct Deals of September 2025

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...

5 Family Offices Backing AI-Driven Cybersecurity Ventures

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...

7 Prospecting Mistakes Asset Managers Make (and How FINTRX Fixes Them)

Asset managers  cannot afford to waste time on the wrong targets, outdated data, or generic outreach.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

8 Ways FINTRX Makes Your CRM Smarter

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...

5 Largest Family Office Direct Deals of August 2025

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...