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Private Wealth Research & Insights

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Industry Trends

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 measurable approach to marketing. One of the most powerful and cost-effective channels to...

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 growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity...

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. Thousands of financial professionals rely on FINTRX data intelligence daily for raising...

Leveraging AI to Identify High-Intent RIAs in Your Territory

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 Sales territories are only as strong as the intelligence behind them—and if you're relying on static spreadsheets, outdated CRM exports, or gut feel to build yours,...

RIA Prospecting: 3 Ways Asset Managers Can Turn Cold Leads into Hot Prospects

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,...

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 grow. These prospects are already in-market, have defined investment models, and are...

M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights

The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...

From FINRA BrokerCheck to FINTRX: Why Asset Managers Need More Than Just Regulatory Data

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...

FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab

It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and...

The Top Technology and Data Platforms Fueling Asset Management Distribution

The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...