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 fas…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 driv…
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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 bil…
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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 alloca…
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Most Viewed RIA Firm & Rep Profiles on FINTRX – Q3 2025 Insights
Ever wonder which firms and advisors are drawing the most attention across the wealth management space? With thousands of professionals using FINTRX d…
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5 AI Prompts Powering Prospecting in FINTRX
The introduction of AI Elements in FINTRX has fundamentally changed how asset managers, fund distributors, advisors, and business development teams un…
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5 Ways to Use FINTRX to Prep for Conferences
Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset manage…
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The Rise of Agentic AI in Financial Services (And What It Means for You)
As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates re…
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Unlocking Warm Introductions: How FINTRX Relationship Path Accelerates Private Wealth Access
The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever w…
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5 Ways to Supercharge Private Wealth Prospecting & Sales with FINTRX AI
In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, …
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