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…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
Read insight →
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 Outdated lists, b…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
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 manage…
Read insight →
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, tod…
Read insight →
Get The Newsletter