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With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,...
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.
Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continues to grow as a capital source, especially from family offices and independent...
In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features and data enhancements designed to offer deeper insight into the private wealth...
Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essential to personalize your outreach and focus on identifying warm leads that enable more...
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that...
For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucial for maximizing conversions and scaling your outreach efforts. While tracking website...
Accurate, real-time data isn't just a luxury, it's a critical asset for identifying, targeting, and engaging the right RIA prospects. Without it, marketing efforts risk being inefficient, leading to missed opportunities and wasted...
The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that continue to reshape the industry. In this edition of...
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