5 Keys to Booking More Meetings with RIAs
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 …
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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 …
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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 growi…
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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. T…
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Leveraging AI to Identify High-Intent RIAs in Your Territory
In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if yo…
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RIA Prospecting: 3 Ways Asset Managers Can Turn Cold Leads into Hot Prospects
In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Ge…
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M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and …
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From FINRA BrokerCheck to FINTRX: Why Asset Managers Need More Than Just Regulatory Data
For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and bac…
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FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles…
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