Mastering Investor Outreach: A Practical Guide to Raising Capital
Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continue…
Read insight →Emery Blackwelder
Marketing Manager at FINTRX
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
What’s New at FINTRX: The Latest Tools to Accelerate Asset Raising, Advisor M&A & Distribution
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features a…
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The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA…
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Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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FINTRX 2024 Product & Data Year in Review
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry …
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FINTRX Launches AI Analyst: A Personal Data Analyst at Your Fingertips
FINTRX is thrilled to introduce AI Analyst, a groundbreaking AI-powered tool designed to revolutionize how financial professionals leverage data. Seam…
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FINTRX Launches DealCloud CRM Integration
FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication …
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What's New at FINTRX | October 2024
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are ex…
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How to Leverage a Database on Endowments & Foundations for Successful Asset Raising
Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with …
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FINTRX Endowments & Foundations Data Launched
FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unpar…
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