AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how asset managers research RIAs, analyze portfolios, and prepare for meetings. But most teams are still only scratching the surface. The real value of AI comes...

AI platforms like Claude, Perplexity, and ChatGPT are quickly becoming a central part of how teams research firms, prepare for meetings, and think through distribution strategy. But there’s still a gap. On their own, these tools don’t have...

AI tools like ChatGPT, Claude, and Perplexity are rapidly changing how teams analyze data. But there’s one consistent truth: The quality of the output depends on the quality of the prompt. For asset managers, distribution teams, and...

Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capital is actually deployed. With FINTRX, teams gain structured visibility into allocation...

Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. One of the most valuable and high-pressure parts of the event is Breakthru meetings:...

In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...