Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,...
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Claude, and Perplexity has never been easier, the gap between using AI and actually getting...
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings. But when it comes to raising capital from family offices, surface-level research isn’t...
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how asset managers research RIAs, analyze portfolios, and prepare for meetings. But most teams are still only scratching the surface. The real value of AI comes...
AI platforms like Claude, Perplexity, and ChatGPT are quickly becoming a central part of how teams research firms, prepare for meetings, and think through distribution strategy. But there’s still a gap. On their own, these tools don’t have...
AI tools like ChatGPT, Claude, and Perplexity are rapidly changing how teams analyze data. But there’s one consistent truth: The quality of the output depends on the quality of the prompt. For asset managers, distribution teams, and...
Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional clients, and high-net-worth investors. While the city is often associated with large banking...
Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capital is actually deployed. With FINTRX, teams gain structured visibility into allocation...
Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform over the past year, offering a data-backed view...
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management firms, this report...
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize...
AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and capital markets teams are increasingly embedding AI directly into how they research...
In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win competitive allocations, and engage the right advisors across an increasingly crowded product...
From emerging leagues and performance venues to fan-engagement platforms and sports media infrastructure, the business of sports continues to attract long-term family office capital. These investors are backing scalable models that monetize...
BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today announced the expansion of its leadership team with two senior promotions and a key...
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. One of the most valuable and high-pressure parts of the event is Breakthru meetings:...
In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...
A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across direct deals and venture fund allocations, they target businesses with measurable traction, scalable...
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often...
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to long-term family expertise. When family offices do...
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells...
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting...
Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firms in the country. From multi-billion dollar platforms to nationally scaled advisory networks,...
Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-term, operating-oriented strategies. These investments span asset managers, Registered Investment...
Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by Active ETF AUM ranks the independent registered investment advisory firms with the largest...
2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the platform into an AI-driven private wealth intelligence engine. From unprecedented breakthroughs in...
With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are...
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events competing for time, budget, and attention, knowing which conferences actually matter is...
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’t a lack of data; it’s the delay between knowing something changed and actually acting on it. A new...
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re great for drafting emails, summarizing articles, or brainstorming content. But when it...
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of...
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested...
FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and embedded finance reshape how capital moves, select family offices are leaning in as strategic,...
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the winners understand the why behind investor allocations and tailor their outreach to the...
Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, broad targeting, and one-size-fits-all personas lead to missed opportunities and wasted...
Fund distribution is increasingly a game of precision. The teams winning today aren’t those sending the most emails. They’re the ones using data and AI to identify real opportunities before anyone else. For ETF issuers and asset managers,...
For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. The best teams today run lean and smart—automating workflows, syncing data, and scaling...
Finding your next big opportunity isn’t about casting a wider net; it’s about knowing exactly who to call, when, and why. Whether you're raising capital, recruiting advisors, or identifying firms to acquire, the edge belongs to those who...
Whether launching a new ETF, mutual fund, SMA, or annuity, your success hinges not on how many RIAs you contact—but which ones. Most firms aren’t actively looking for new products. But a strategic few are, and they’re reallocating right...
ETF wholesalers are operating in one of the most competitive distribution environments ever. Markets move quickly, advisors adjust portfolios even faster, and getting in front of the right decision-makers, at exactly the right time, has...
The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driving deal flow, but surfacing the right firms at the right time remains a challenge. That’s...
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 billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct...
For fund managers and private companies seeking to raise capital, choosing the right investors can make all the difference. While institutional allocators and RIAs often dominate the outreach list, one investor class has become...
Ever wonder which firms and advisors are drawing the most attention across the wealth management space? With thousands of professionals using FINTRX daily to prospect Registered Investment Advisor (RIA) and connect with decision makers,...
The introduction of AI Elements in FINTRX has fundamentally changed how asset managers, fund distributors, advisors, and business development teams uncover insights across the RIA and family office ecosystem. With the ability to create...
In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm...
Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry...
As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates research but also adapts to their strategy. Enter agentic AI — a rapidly emerging category...
Data is only as valuable as the insight you can extract from it. Traditional data platforms—even comprehensive ones—are inherently static and generic. They give you a fixed set of data fields and metrics to work with, which may or...
Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, today launched AI Elements — a new tool that enables users to create custom data fields,...
The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business...
In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, distributing investment products, recruiting advisors, or sourcing M&A deals, guesswork...
Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving....
Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an...
When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need to understand how RIAs operate, what strategies they employ, and where opportunities exist...
Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct...
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new...
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the District of Columbia. FINTRX is proud to be the exclusive data provider for this year’s report.
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The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,...
Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,...
Asset managers cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting traps that stall growth and limit conversion. Below, we unpack seven of the most...
CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in delivering the actionable intelligence needed to drive capital raising, product distribution, or...
Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real estate, healthcare, and emerging market finance. Leveraging FINTRX family office data, we...
Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Firms need to leverage the most advanced tools to gain a strategic edge. FINTRX—the leading...
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are...
The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset...
In the August edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.
The Registered Investment Advisor (RIA) space is flooded with generic outreach, and without trust or context, your message is easy to ignore. That’s why leading firms turn to FINTRX and its proprietary AI-driven feature, Relationship Path,...
Private equity (PE) firms are increasingly leveraging artificial intelligence (AI) to enhance operational efficiency, inform more informed investment decisions, and streamline deal flow. As the industry becomes more data-intensive and...
Female participation in wealth management is rising, but the numbers reveal both progress and persistent gaps. Using FINTRX’s AI-powered dataset of over 40,000 advisory firms and 760,000 registered representatives, we examine the data to...
As the wealth management industry continues to evolve, the role of artificial intelligence (AI) in streamlining prospecting and client engagement has become undeniable. For asset managers seeking to raise capital or expand their businesse...
Each quarter, FINTRX tracks which registered representatives are drawing the most attention on our platform. In Q2 2025, thousands of searches across 40,000+ firms and 760,000+ reps revealed the advisors and representatives industry...
When you’re targeting RIAs, industry awards are more than recognition - they’re signals of growth, credibility, and momentum. With FINTRX, you can filter for those firms and reps by verified accolades, including Citywire RIA's 50 Growers...
With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,...
While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...
FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-growing independent Registered Investment Advisor (RIA) firms across the United States. This...
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.
Successfully raising capital requires more than a compelling pitch, it demands precision, personalization, and persistence. As private wealth continues to grow as a capital source, especially from family offices and independent...
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, and the ability to execute. But breaking through the noise and getting in front of the...
In today’s intensely competitive private wealth landscape, clean, comprehensive, and context-rich data isn’t just helpful, it’s essential. Enter FINTRX Data Enrichment, a powerful engine that transforms raw CRM records and outdated lists into...
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features and data enhancements designed to offer deeper insight into the private wealth...
Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essential to personalize your outreach and focus on identifying warm leads that enable more...
On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...
The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset managers seeking to connect with the right capital sources, staying current with emerging...
Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate tech, and fintech unicorns. With valuations soaring and check sizes escalating, these...
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that...
For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucial for maximizing conversions and scaling your outreach efforts. While tracking website...
Accurate, real-time data isn't just a luxury, it's a critical asset for identifying, targeting, and engaging the right RIA prospects. Without it, marketing efforts risk being inefficient, leading to missed opportunities and wasted...
The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that continue to reshape the industry. In this edition of...
In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake must yield results. Yet, too often, valuable hours...
Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing competition and the increasing complexity of managing large investment portfolios, firms...
For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for success. Clean data ensures that marketing and sales teams are reaching the right people,...
As private wealth continues to expand and diversify, FINTRX remains at the forefront, adding new family offices to its global dataset almost daily. In May 2025 alone, dozens of new family offices surfaced through both new formations and...
The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to transact based on signals like AUM growth, rep stability, and ownership structure. To demonstrate...
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying potential targets, but doing so with speed, intelligence, and precision. That’s where ...
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor M&A SmartView, FINTRX has reimagined how M&A...
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive landscape. In this edition of our RIA & Broker-Dealer Roundup, FINTRX, your source for private wealth...
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right...
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with countless fund providers, getting on an advisor’s calendar takes more than just...
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 RIA investment strategies. That’s where SEC Form 13F filings become a game-changer. Filed...
In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and measurable approach to marketing. One of the most powerful and cost-effective channels to...
The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity...
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. Thousands of financial professionals rely on FINTRX data intelligence daily to raise...
In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if you're relying on static spreadsheets, outdated CRM exports, or gut feel to build yours,...
The RIA and broker-dealer landscape remains highly dynamic, with major team moves, strategic acquisitions, and new firm launches continuing to reshape the competitive terrain. In this edition of our RIA & Broker-Dealer Roundup, FINTRX—the leading...
In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Generic pitches get ignored. The key to standing out? Precision prospecting—and timely,...
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...
For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and background information on financial professionals, it wasn’t built to drive sales, build...
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and...
The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...
The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial professionals rely on FINTRX every day for prospecting into RIAs, advisor M&A and...
The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In this March 2025 edition of our RIA & Broker Dealer Roundup series, FINTRX—the leading provider of...
Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their...
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to meet shifting market dynamics. The 2024 Family Office Data Report, powered by FINTRX data, offers...
Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape continues to evolve, fund managers and capital raisers must move with speed and precision, leveraging advanced tools to...
The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern...
When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disposal. Building meaningful connections is key, but effectively leveraging those...
A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose, they must be successfully delivered to recipients' inboxes. High bounce rates and low...
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, and LinkedIn messages every day, making it difficult to break through the noise. However,...
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrations, including direct CRM and API feeds. By incorporating customized data feeds, FINTRX users...
In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and distribution teams a competitive edge by automatically syncing real-time intelligence into...
With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong network to secure the best talent—they need data-driven precision. That’s where FINTRX comes in. Our...
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and...
In the fast-paced world of finance, time is money and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or analyzing market shifts, having the right information at your fingertips can mean the...
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market trends to crafting highly personalized outreach, it delivers real-time insights tailored to...
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered...
BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthrough solution reshaping how financial professionals discover insights, make data-informed...
FINTRX is thrilled to introduce AI Analyst, a groundbreaking AI-powered tool designed to revolutionize how financial professionals leverage data. Seamlessly integrated into the FINTRX platform, AI Analyst delivers personalized...
FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication to providing a best-in-class user experience in financial data intelligence is...
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...
The wealth management landscape in 2024 was defined by momentum, consolidation, and reinvention. From billion-dollar advisor breakaways to headline-grabbing mergers and acquisitions, the year saw firms reshaping their models to compete in an...
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a...
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with the right decision-makers. Endowments and foundations represent significant pools of capital, but...
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office...
FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these...
In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can...
Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their...
The investment advisor and broker-dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leading AI-powered wealth intelligence platform, continues its monthly ‘RIA & Broker Dealer Roundup’...
Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...
FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent...
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this continuous growth, we've...
In the heart of the world's financial capital, New York's independent Registered Investment Advisors (RIAs) stand as titans of wealth management, shepherding billions in assets and shaping investment strategies for some of the world's most...
The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader in wealth management data intelligence, continues its monthly series 'RIA & Broker-Dealer...
In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns and tap into emerging market trends. Among these strategies, mixed-use properties have gained...
Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this...
In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize returns and capitalize on emerging market trends. As part of this strategy, many groups are turning...
Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...
The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA &...
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, FINTRX is proud to offer best-in-class data on ETFs and equity portfolios within our industry-leading RIA & Broker Dealer...
FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along...
Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...
FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close...
In today's hyper-competitive financial landscape, securing top-tier talent can make or break an organization's success. As the competition for top talent heats up, more and more individuals are turning to innovative solutions to gain an edge in...
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE Stack have produced a comprehensive AI Industry Map to help firms better understand the...
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...
We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...
The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that garners increased attention is the commercial real estate sector, particularly hotel and motel...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...
The family office landscape continues to evolve, with investors seeking opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, particularly retail properties. Family offices are...
Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...
Welcome to our latest report, '40 Leading Advisory Teams Throughout the US by Region,' where we explore the remarkable achievements of private wealth advisory teams across the nation. From the Northeastern to the Western regions, each advisor...
The family office landscape continues to evolve, with savvy investors seeking emerging opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, as family offices leverage their...
Welcome to the fourth installment of our blog series, "Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West." In this final segment, FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout...
Family offices have increasingly focused on real estate, drawn by the sector's potential for steady long-term returns and portfolio diversification. Leveraging FINTRX - the premier family office and RIA database for asset-raisers - we spotlight...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in AI-powered private wealth intelligence, has compiled a new monthly series, 'RIA...
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, investment advisory firms, key decision-makers and an array of investment information to our comprehensive private wealth dataset. To highlight this...
Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...
FINTRX, the premier family office and registered investment advisor (RIA) data intelligence platform, is thrilled to unveil its latest industry report, 'A Deep Dive into the FINTRX Family Office Dataset'. This comprehensive analysis delves...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...
The registered investment advisor (RIA) space continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in AI-powered wealth intelligence, has compiled a new monthly series, 'RIA &...
AI is no longer a future concept in private wealth, it’s an operational advantage. As the leading private wealth intelligence platform, FINTRX uses AI to transform how financial professionals access, analyze, and act on data across registered...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast'. In this second installment of four,FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout the...
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...
In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...
The wealth management industry is undergoing a profound generational shift—driven by the increasing visibility, leadership, and influence of female advisors. Armed with strong communication skills, emotional intelligence, and a deep understanding of...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region...
FINTRX unveils Relationship Path, the latest advancement in AI-powered relationship mapping for the private wealth ecosystem. Success prospecting into institutions such as RIAs or family offices hinges on your ability to identify the right...
LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To illustrate...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
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