With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are...
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events competing for time, budget, and attention, knowing which conferences actually matter is...
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’t a lack of data; it’s the delay between knowing something changed and actually acting on it. A new...
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re great for drafting emails, summarizing articles, or brainstorming content. But when it...
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of...
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested...
FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and embedded finance reshape how capital moves, select family offices are leaning in as strategic,...
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the winners understand the why behind investor allocations and tailor their outreach to the...
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