If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into RIA investment strategies. That’s where SEC Form 13F filings become a game-changer. Filed...

In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and measurable approach to marketing. One of the most powerful and cost-effective channels to...

The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity...

The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily to raise...

In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if you're relying on static spreadsheets, outdated CRM exports, or gut feel to build yours,...

In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Generic pitches get ignored. The key to standing out? Precision prospecting—and timely,...

For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are...

For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and background information on financial professionals, it wasn’t built to drive sales, build...