3 Ways to Identify Your Next RIA Acquisition Using AI
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive land…
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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…
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The Future of Private Wealth Prospecting: Inside FINTRX AI
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing d…
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5 Keys to Booking More Meetings with RIAs
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with…
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What’s Inside a 13F Filing—and Why It Matters for Prospecting Into RIAs
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 …
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The Ultimate Guide to Email Marketing for Targeting Registered Investment Advisors (RIAs)
In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and …
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Top Viewed Endowments & Foundations in FINTRX – Q1 2025 Insights
The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growi…
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Top Viewed Family Office Profiles on FINTRX – Q1 2025 Insights
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. T…
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