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