FINTRX Launches Personalized Data Suite to Enhance the Way Firms Recruit Advisors
FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data…
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
August '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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5 Leading Independent RIAs in New York
In the heart of the world's financial capital, New York's independent Registered Investment Advisors (RIAs) stand as titans of wealth management, shep…
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RIA & Broker Dealer Roundup: August '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader i…
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5 Family Offices Investing in Mixed-Use Properties
In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns…
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July '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contac…
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5 Family Offices Investing in Raw Land
In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize retur…
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What's New at FINTRX | July 2024
Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We ar…
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RIA & Broker Dealer Roundup: July '24 Rep Movements, M&A Deals and Emerging Players
The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the …
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FINTRX Introduces Detailed ETF Metrics for Enhanced Advisor Insights
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, FINTRX is proud to offer best-in-class…
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