Mastering Investor Outreach: A Practical Guide to Raising Capital
Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continue…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How Emerging Managers Use FINTRX to Target Family Offices & Raise Capital
For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, …
Read insight →
The Competitive Advantage of FINTRX-Enriched Private Wealth Data
In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTR…
Read insight →
Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data
On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office data to reveal a notable shift in how …
Read insight →
5 Family Offices Added to FINTRX in June 2025 That Asset Managers Should Know
The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset ma…
Read insight →
Top 5 Largest Family Office Direct Deals of June 2025
Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate t…
Read insight →
Let FINTRX AI Plan Your Next Work Trip
In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every mee…
Read insight →
CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean
For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for suc…
Read insight →
5 Family Offices Added to FINTRX in May 2025 That Asset Managers Should Know
As private wealth continues to expand and diversify, FINTRX remains at the forefront, adding new family offices to its global dataset almost daily. In…
Read insight →
5 Largest Family Office Direct Deals of May 2025
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontie…
Read insight →
Get The Newsletter