5 Family Offices Backing Investment Management & RIA Businesses
Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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5 Largest Family Office Direct Deals of November 2025
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technolog…
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5 Family Offices Investing in FinTech Companies
FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and em…
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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 Outdated lists, b…
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How FINTRX Integrates with Your CRM to Streamline Workflow & Scale Outreach
For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. Th…
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How to Identify High-Intent RIAs for Your Next Product Launch
Whether launching a new ETF, mutual fund, SMA, or annuity, your success hinges not on how many RIAs you contact—but which ones. Most firms aren’t acti…
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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 bil…
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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 alloca…
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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 un…
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