FINTRX Insider

What Schedule RC-T Can Tell Asset Managers About a Bank or Trust Company

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 04 Sep 2026 14:30:00 GMT

Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowing an institution has trust powers is only the starting point — the real questions are how much fiduciary business it oversees, how much of those assets it actually manages, what types of accounts make up the business, and where outside managers may fit into the picture. Schedule RC-T can help answer those questions, and FINTRX surfaces every RC-T field for the full Bank & Trust universe alongside ownership, branch, and contact data, so the fields covered below are ones you can actually filter and search on inside the platform. This blog breaks down what Schedule RC-T tells you about a bank or trust company, which fields matter most for asset managers, and how to turn that financial detail into actionable prospecting signals.

5 Ways to Stand Out in Future Proof Festival Breakthru Meetings

renae.hatcher@fintrx.com (Renae Hatcher) — Wed, 02 Sep 2026 14:39:26 GMT

Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management executives, LPs, asset managers, and fintechs for the industry's largest gathering. At the center of it are Breakthru meetings: fast-paced, 15-minute conversations where you have to establish credibility and spark real interest with an advisor you may be meeting for the first time. With tens of thousands of these meetings happening across two days, preparation is what separates a forgettable pitch from a real next step.

Vanguard's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 28 Aug 2026 14:27:04 GMT

Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a deal reported at roughly $4 billion. Altruist will operate as a standalone business after the close, retaining its leadership, brand, and operating model. Vanguard has been an Altruist investor since 2020 and plans to become an anchor client for parts of the platform as CEO Salim Ramji pushes the firm further into advice and wealth management.

How FINTRX Sources and Verifies Bank & Trust Data

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 28 Aug 2026 14:18:37 GMT

Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized starting point, the Bank & Trust universe spans federal regulatory filings, state-chartered institutions, ownership records, branch files, company websites, and public-domain sources. FINTRX combines those sources with state-level research and manual verification to build coverage across 1,900+ Bank & Trust institutions and 5,400+ professionals. The result is a connected view of a market that no single source captures on its own. Here’s how FINTRX builds and verifies that coverage.

Breaking Down the FINTRX Bank & Trust Dataset

renae.hatcher@fintrx.com (Renae Hatcher) — Tue, 25 Aug 2026 22:02:08 GMT

Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff directories. With the launch of the Bank & Trust dataset, FINTRX brings the same hybrid research model that powers its RIA and family office coverage to a market that has never had a purpose-built data solution.

Banks and trust companies manage trillions in discretionary assets, yet almost no asset manager or distribution team covers the channel systematically. FINTRX turns that fragmented market into a searchable, coverable territory alongside RIAs, family offices, wealth teams, and E&Fs.

How to Use AI to Track Family Office Direct Deal Activity in Real Time

renae.hatcher@fintrx.com (Renae Hatcher) — Thu, 20 Aug 2026 14:38:38 GMT

Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how they monitor the space. The problem? The signals that predict a deal, a new SFO formation, a director of private investments getting hired, a portfolio company raising again, are scattered across SEC filings, press releases, LinkedIn moves, and word of mouth. By the time most teams piece it together, the deal is already closed. FINTRX MCP v2.2 changes that. Connect Claude, ChatGPT, or Perplexity directly to FINTRX's data and ask for what you need to know. Below, five ways to surface family office direct deal activity as it happens, not after the fact.

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

renae.hatcher@fintrx.com (Renae Hatcher) — Tue, 18 Aug 2026 14:00:01 GMT

BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quarter Family Office Report, with trends and intelligence through the end of June 2026. FINTRX reported that new family offices in the database skewed toward single-family offices and first-generation entrepreneurial wealth and were most interested in direct investments and private equity versus hedge funds and private credit.