Top 100 RIAs by Active ETF AUM - 2026
Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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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.
FINTRX 2025 Product & Data Year in Review
2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the p…
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2025 Most Viewed RIA Firm & Rep Profiles on FINTRX
With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement acro…
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RIA & Broker-Dealer Roundup: December '25 Moves, M&A Deals & Emerging Players
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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The RIA Industry Events & Conferences in 2026
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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From Data to Deals: How FINTRX Smart Lists & Alerts Fuel CRM-Driven Outreach
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’…
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The Best AI for Targeting RIAs: Why FINTRX Beats ChatGPT, Gemini & Perplexity
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re…
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FINTRX & Ultimus Fund Solutions Announce Partnership
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, ha…
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5 Largest Family Office Direct Deals of November 2025
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technolog…
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5 Family Offices Investing in FinTech Companies
FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and em…
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