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Private Wealth Research & Insights

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Industry Trends

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 decisions, and streamline deal flow. As the industry becomes more data-intensive and...

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 over 40,000 advisory firms and 760,000 registered representatives, we examine the data to...

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 become undeniable. For asset managers seeking to raise capital or expand their businesse...

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 40,000+ firms and 760,000+ reps revealed the advisors and representatives industry...

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 filter for those firms and reps by verified accolades, including Citywire RIA's 50 Growers...

Most Viewed Firm Profiles on FINTRX – Q2 2025 Insights

With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,...

5 Keys to Staying Engaged with Family Offices Between Raises

While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...

How Emerging Managers Use FINTRX to Target Family Offices & Raise Capital

For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, and the ability to execute. But breaking through the noise and getting in front of the...

The Competitive Advantage of FINTRX-Enriched Private Wealth Data

In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...

Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data

On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...