Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff directories. With the launch of the Bank & Trust dataset, FINTRX brings the same hybrid research...

Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how...

The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 96 new firm profiles and 1,487 new contacts added to the platform last...

FINTRX has been named to the 2026 Inc. 5000, the annual ranking of the fastest-growing private companies in the United States. FINTRX ranked No. 1,226 overall, No. 105 in the software category, and No. 25 among companies in Massachusetts. This marks...

Independent RIAs continue to grow in size and influence across the U.S., with many firms now managing tens or even hundreds of billions in client assets. This state-by-state list highlights the largest independent registered investment advisor in...