<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

 

Thank You for Downloading!

Check your email inbox for the download link. If you don't see it, be sure to check your spam folder.

Find More Insights and News on Our Blog

October 21 2025

How to Target RIAs by Their Current Tech Stack

Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving...

Read More

Client Case Studies

Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.

 

October 16 2025

Launching an ETF? Here’s the 3-Step FINTRX Framework for Success

Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an..

Read More
October 14 2025

What is Form ADV? A Complete Guide for Asset Managers & Service Providers

When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need to understand how RIAs operate, what strategies they employ, and where opportunities exist..

Read More
October 9 2025

5 Largest Family Office Direct Deals of September 2025

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct..

Read More