2024 FINTRX Family Office Data Report
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX
The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy …
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FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform
BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading gl…
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5 Ways to Leverage Your Network to Book More Meetings
When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disp…
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The Cost of Inaccurate and Outdated Data in Your CRM
A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and effi…
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RIA & Broker Dealer Roundup: February '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
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FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850…
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Keys to Reducing Your Email Bounce Rates & Increasing Response Rates
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose,…
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5 Keys to Raising Assets from Family Offices
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to rais…
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3 Ways to Improve Your Cold Outreach to RIAs
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, an…
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