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…
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.
What Schedule RC-T Can Tell Asset Managers About a Bank or Trust Company
Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowin…
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5 Ways to Stand Out in Future Proof Festival Breakthru Meetings
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management exe…
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Vanguard's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape
Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a de…
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How FINTRX Sources and Verifies Bank & Trust Data
Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized star…
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Breaking Down the FINTRX Bank & Trust Dataset
Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
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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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