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Find More Insights and News on Our Blog
From Data to Deals: How FINTRX Smart Lists & Alerts Fuel CRM-Driven Outreach
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’t a lack of data; it’s the delay between knowing something changed and actually acting on it. A new..
Client Case Studies
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
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 great for drafting emails, summarizing articles, or brainstorming content. But when it..
FINTRX & Ultimus Fund Solutions Announce Partnership
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of..
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 technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested..
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