The most successful advisor recruiters don't just find names; they find moments. Knowing when an advisor is likely to consider a move is what separates guesswork from precision. FINTRX turns advisor and firm intelligence into actionable...
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 transactions but still anchored by mega-deals at the top end, including a $10 billion round ...
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed acquired AUM. Unlike June, which was dominated by a single outlier deal, July's activity was more...
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...
LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-term careers. Princeton held the top spot for a second consecutive year, followed by Duke and...
Raising capital from family offices has always come down to one hard problem: finding the ones who actually invest in what you're raising. Size and location tell you almost nothing about whether a family office will write a check into your sector,...
Every ETF issuer and asset manager wants the same thing: a list of advisors who are actually likely to buy. Not a broad universe of every RIA in the country, but the ones already moving in the right direction. FINTRX tracks ETF holdings, category...
In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new...
AI tools like Claude, ChatGPT, and Perplexity have become a regular part of how distribution, asset-raising, and business development teams research firms and prepare for outreach. The limitation has always been data access. On their own,...
Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted within seconds. Advisors engage with emails that are personalized with real firm data...
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