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How to Use FINTRX to Identify RIAs Using Competitor Funds—And Strategies to Replace Them
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are..
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Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
10 Reasons Top Firms Are Switching to FINTRX in 2025
The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset..
RIA & Broker-Dealer Roundup: August '25 Moves, M&A Deals & Emerging Players
In the August 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.
3 Ways to Use Relationship Mapping to Warm Up Cold RIA Leads
The Registered Investment Advisor (RIA) space is flooded with generic outreach, and without trust or context, your message is easy to ignore. That’s why leading firms turn to FINTRX and its proprietary AI-driven feature, Relationship Path,..
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