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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RIA M&A Market Report: August 2026 Deal Activity
The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was he…
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RIA & Broker-Dealer Roundup: August '26 Moves, M&A Deals & New Launches
In the August 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX — your trusted source for AI-powered private…
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FINTRX Launches New AI Agent Named "Fin" That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars
BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today intr…
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Introducing Fin by FINTRX: Private Wealth Intelligence, Delivered to You
Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brin…
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