How to Use AI to Track Family Office Direct Deal Activity in Real Time
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, r…
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FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit
BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
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Family Office Report: Q2 2026 Trends & Intelligence
The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawin…
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5 Signs an Advisor is Ripe for Recruiting (and How to Spot Them with FINTRX)
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 separate…
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Family Office Investment Activity - July 2026
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 tra…
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RIA M&A Market Report: July 2026 Deal Activity
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed…
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FINTRX Named to the 2026 Inc. 5000 Fastest Growing Companies
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…
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Where LinkedIn's Top Colleges Actually Rank in Private Wealth
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-…
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How to Target Family Offices for Your Next Raise Using AI Prompts
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 lo…
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Using AI to Target RIAs Based on ETF Holdings
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 c…
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