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…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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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.…
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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 det…
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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Asset managers cannot afford to waste time on the wrong targets, outdated data, or generic outreach.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…
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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 deliveri…
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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 esta…
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10 Reasons Top Firms Are Switching to FINTRX in 2025
The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down tea…
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The Essential AI Tech Stack for Private Equity Firms in 2025
Private equity (PE) firms are increasingly leveraging artificial intelligence (AI) to enhance operational efficiency, inform more informed investment …
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5 Keys to Staying Engaged with Family Offices Between Raises
While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop o…
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