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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets.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 Outdated lists, b…
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Using FINTRX AI to Find & Target RIAs Holding Competitor ETFs
Fund distribution is increasingly a game of precision. The teams winning today aren’t those sending the most emails. They’re the ones using data and A…
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How FINTRX Integrates with Your CRM to Streamline Workflow & Scale Outreach
For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. Th…
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Turn Hidden Connections into Warm Leads with FINTRX AI
Finding your next big opportunity isn’t about casting a wider net; it’s about knowing exactly who to call, when, and why. Whether you're raising capit…
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How to Identify High-Intent RIAs for Your Next Product Launch
Whether launching a new ETF, mutual fund, SMA, or annuity, your success hinges not on how many RIAs you contact—but which ones. Most firms aren’t acti…
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6 AI Prompts ETF Wholesalers Use to Win More Advisor Business
ETF wholesalers are operating in one of the most competitive distribution environments ever. Markets move quickly, advisors adjust portfolios even fas…
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