The FINTRX Blog: Private Wealth Intelligence

2027 Territory Planning: How to Segment Advisors by AUM, Custodian & Holdings

The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…

RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches

In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…

Reach Advisors Directly: FINTRX Now Offers Home Addresses for 200K+ Advisors

Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…

Advisors and Anthropic: Who Owns the Pre-IPO AI Trade

Anthropic filed for its IPO on October 26 and plans to list on the Nasdaq as ANT, with trading expected as soon as the week of November 16. Advisors a…

Beyond the Booth: 6 Ways FINTRX AI Is Changing Conference Strategy in Wealth Management

A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…

Inside the Producing Advisor Population

What's New at FINTRX | Q3 2026

Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…

FINTRX MCP Now Available in Microsoft Copilot

The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…

Family Office Investment Activity Report: Q3 2026