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May 22 2025

What’s Inside a 13F Filing—and Why It Matters for Prospecting Into RIAs

If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into RIA investment strategies. That’s where SEC Form 13F filings become a game-changer. Filed..

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Client Case Studies

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

 

May 20 2025

The Ultimate Guide to Email Marketing for Targeting Registered Investment Advisors (RIAs)

In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and measurable approach to marketing. One of the most powerful and cost-effective channels to..

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May 19 2025

Top Viewed Endowments & Foundations in FINTRX – Q1 2025 Insights

The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity..

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May 9 2025

Top Viewed Family Office Profiles on FINTRX – Q1 2025 Insights

The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily to raise..

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