Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers, and wealth teams directly inside Microsoft 365. Earlier this year, FINTRX launc…
Insights, updates, and best practices covering every corner of private wealth.
Family offices stayed active as direct investors in the third quarter of 2026. FINTRX tracked 178 family offices that invested in companies, real esta…
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RIA consolidation kept up its pace in the third quarter of 2026. FINTRX tracked 60 announced RIA transactions between July and September, representing…
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Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
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Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
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In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
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AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…
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Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…
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According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …
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