5 Ways to Stand Out in Future Proof Breakthru Meetings
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. On…
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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CNBC’s Family Office 15: Robert Frank Ranks the Most Active U.S. Family Offices Using FINTRX Data
In a new Inside Wealth feature, Robert Frank of CNBC unveiled the Family Office 15 — a ranking of the most active U.S. family offices in direct dealma…
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5 Family Offices Investing in Female-Founded Startups
A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across d…
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RIA & Broker-Dealer Roundup: January '26 Moves, M&A Deals & Emerging Players
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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How Recruiting and M&A Teams Identify RIAs with FINTRX
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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5 Family Offices Investing in E-Commerce Companies
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, re…
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How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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Top RIA Databases in 2026: Tools Every Distribution Team Should Know
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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5 Largest RIAs in Chicago
Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firm…
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5 Family Offices Backing Investment Management & RIA Businesses
Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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