FINTRX MCP Now Available in Microsoft Copilot
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
Read insight →Renae Hatcher
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Family Office Investment Activity Report: Q3 2026
Family offices stayed active as direct investors in the third quarter of 2026. FINTRX tracked 178 family offices that invested in companies, real esta…
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RIA M&A Activity Report Q3 2026
RIA consolidation kept up its pace in the third quarter of 2026. FINTRX tracked 60 announced RIA transactions between July and September, representing…
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The Most Viewed Family Office Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
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6 Things You Can Ask Fin to Do This Week
Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
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RIA & Broker-Dealer Roundup: September '26 Moves, M&A Deals & New Launches
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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How ETF Distributors Use FINTRX to Identify High-Opportunity RIAs
New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
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25 AI Prompts Distribution Teams Are Running with FINTRX
AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…
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Walk Into Every Meeting Already Briefed with Fin
Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…
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Family Office Investment Activity - August 2026
According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …
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