RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealt…
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.
RIA M&A Market Report: April 2026
The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower tha…
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Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026
Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need…
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Looking to Raise Capital? 5 Reasons Family Offices Make Great Investors
Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors o…
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FINTRX Q1 2026 Family Office Report Shows Entrepreneurs Driving Growth, Favoring Direct, Private Equity and Venture Capital Investments
BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, t…
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Family Office Report: Q1 2026 Trends & Intelligence
The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawin…
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Track RIA Buyers, Sellers & Advisor Movement with New FINTRX M&A Data
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, a…
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FINTRX 2025 Product & Data Year in Review
2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the p…
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Using FINTRX AI to Find Family Offices & RIAs Allocating to Strategies Like Yours
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the…
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Breaking Down AI Elements: Build Your Own Custom Intelligence in FINTRX
Data is only as valuable as the insight you can extract from it. Traditional data platforms—even comprehensive ones—are inherently static and generic.…
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