M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and …
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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Insights, updates, and best practices covering every corner of private wealth.
From FINRA BrokerCheck to FINTRX: Why Asset Managers Need More Than Just Regulatory Data
For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and bac…
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FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles…
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The Top Technology and Data Platforms Fueling Asset Management Distribution
The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate…
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Top 10 Most Viewed RIAs on FINTRX – Q1 2025 Insights
The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial …
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RIA & Broker-Dealer Roundup: March '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In th…
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Top RIA Databases in 2025: Tools Every Asset Manager Should Know
Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in as…
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2024 FINTRX Family Office Data Report
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to…
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5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX
The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy …
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FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform
BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading gl…
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