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 …
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 ov…
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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 …
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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 …
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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 fil…
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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, …
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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 o…
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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, …
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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 FINTR…
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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 data to reveal a notable shift in how …
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