5 Family Offices Investing in E-Commerce Companies
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, re…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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5 Family Offices Backing Investment Management & RIA Businesses
Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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2025 Most Viewed RIA Firm & Rep Profiles on FINTRX
With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement acro…
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The RIA Industry Events & Conferences in 2026
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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The Best AI for Targeting RIAs: Why FINTRX Beats ChatGPT, Gemini & Perplexity
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re…
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5 Largest Family Office Direct Deals of November 2025
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technolog…
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5 Family Offices Investing in FinTech Companies
FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and em…
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Using FINTRX AI to Find Family Offices & RIAs Allocating to Strategies Like Yours
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the…
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FINTRX for Marketing Teams: Verified Data, AI & Precision Targeting
Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, b…
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