RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
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Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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Insights, updates, and best practices covering every corner of private wealth.
5 Powerful Prompts to Maximize AI Analyst for Financial Professionals
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market tre…
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Milemarker and FINTRX Form Partnership to Provide Deeper Integration
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs opera…
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FINTRX Revolutionizes Private Wealth Research with Launch of AI-Powered Analyst
BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthr…
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FINTRX Launches AI Analyst: A Personal Data Analyst at Your Fingertips
FINTRX is thrilled to introduce AI Analyst, a groundbreaking AI-powered tool designed to revolutionize how financial professionals leverage data. Seam…
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FINTRX Launches DealCloud CRM Integration
FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication …
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Exploring Family Office Trends with Russ D’Argento on the Risclarity WealthTech Podcast
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX,…
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2024 Year in Review: Top Advisor Moves, M&A Highlights & Emerging Firms in Wealth Management
The wealth management landscape in 2024 was defined by momentum, consolidation, and reinvention. From billion-dollar advisor breakaways to headline-gr…
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RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this editi…
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October '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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