As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates research but also adapts to their strategy. Enter agentic AI — a rapidly emerging category...

The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business...

In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, distributing investment products, recruiting advisors, or sourcing M&A deals, guesswork...

Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving....

Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an...

When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need to understand how RIAs operate, what strategies they employ, and where opportunities exist...

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct...

Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...

The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,...

Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,...