5 Steps to Advisor Recruiting & M&A Using FINTRX
Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Fir…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How to Use FINTRX to Identify RIAs Using Competitor Funds—And Strategies to Replace Them
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to g…
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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 Outdated databases, incomplete coverage, and clunky tools slow down tea…
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RIA & Broker-Dealer Roundup: August '25 Moves, M&A Deals & Emerging Players
In the August edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most not…
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3 Ways to Use Relationship Mapping to Warm Up Cold RIA Leads
The Registered Investment Advisor (RIA) space is flooded with generic outreach, and without trust or context, your message is easy to ignore. That’s w…
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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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Breaking Down Female Representation in Private Wealth
Female participation in wealth management is rising, but the numbers reveal both progress and persistent gaps. Using FINTRX’s AI-powered dataset of ov…
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5 Powerful AI Prompts for Targeting RIAs in 2025
As the wealth management industry continues to evolve, the role of artificial intelligence (AI) in streamlining prospecting and client engagement has …
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Most Viewed Reps on FINTRX – Q2 2025 Insights
Each quarter, FINTRX tracks which registered representatives are drawing the most attention on our platform. In Q2 2025, thousands of searches across …
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Finding High-Growth RIAs with FINTRX: Using Awards & Accolades as a Prospecting Lens
When you’re targeting RIAs, industry awards are more than recognition - they’re signals of growth, credibility, and momentum. With FINTRX, you can fil…
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