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November 18 2025

6 AI Prompts ETF Wholesalers Use to Win More Advisor Business

ETF wholesalers are operating in one of the most competitive distribution environments ever. Markets move quickly, advisors adjust portfolios even faster, and getting in front of the right decision-makers, at exactly the right time, has..

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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.

 

November 14 2025

How FINTRX Powers Predictive RIA M&A Sourcing for Aggregators

The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driving deal flow, but surfacing the right firms at the right time remains a challenge. That’s..

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November 13 2025

5 Largest Family Office Direct Deals of October 2025

Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct..

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November 11 2025

Looking to Raise Money? Here Are 3 Reasons to Target Family Offices

For fund managers and private companies seeking to raise capital, choosing the right investors can make all the difference. While institutional allocators and RIAs often dominate the outreach list, one investor class has become..

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