5 Keys to Staying Engaged with Family Offices Between Raises
While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop o…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA & Broker-Dealer Roundup: July '25 Moves, M&A Deals & Emerging Players
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notab…
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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…
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How Emerging Managers Use FINTRX to Target Family Offices & Raise Capital
For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, …
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The Competitive Advantage of FINTRX-Enriched Private Wealth Data
In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTR…
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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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3 Proven Ways to Make Your RIA Outreach More Effective
Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essent…
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Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data
On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office data to reveal a notable shift in how …
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5 Family Offices Added to FINTRX in June 2025 That Asset Managers Should Know
The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset ma…
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Top 5 Largest Family Office Direct Deals of June 2025
Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate t…
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