Family Office Investment Activity - June 2026
According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend fr…
Read insight →Emery Blackwelder
Marketing Manager at FINTRX
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
ESG & Impact Investing Across the Private Wealth Channel
ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 3…
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The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing th…
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The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is activ…
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RIA & Broker-Dealer Roundup: June '26 Moves, M&A Deals & New Launches
In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
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What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong
Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, mean…
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RIA M&A Market Report: May 2026
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reac…
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5 Ways to Use FINTRX to Target Rapidly Growing RIAs
AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which…
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What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors
When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's…
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SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In
SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For …
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