Top 10 Data Sources to Integrate Into Your AI Platforms (and Why It Matters)
AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distr…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor por…
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How Asset Managers Can Use AI to Improve RIA Prospecting in 2026
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Cl…
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5 Powerful AI Prompts for Raising Capital from Family Offices
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings…
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5 Powerful AI Prompts for Asset Managers Using FINTRX Data
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how asset managers research RIAs, analyze portfolios, and prepare for meeti…
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FINTRX AI Integrations: Bringing Private Wealth Intelligence Into Your AI Workflow
AI platforms like Claude, Perplexity, and ChatGPT are quickly becoming a central part of how teams research firms, prepare for meetings, and think thr…
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10 Best Practices for AI Prompts in Data Analysis
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…
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How to Target Family Offices with Precision Using FINTRX
Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capi…
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2025 FINTRX Family Office Industry Report
Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 44…
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Women in Wealth Management - 2026
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data s…
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