INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor 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 &...
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...
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Sr. Product Marketing Associate at FINTRX
Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...
A look back at some of the most significant data and product additions and enhancements that we made in 2022!
FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best-in-class private wealth data intelligence to your mobile device.
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