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Private Wealth Research & Insights

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FINTRX Endowments & Foundations Data Launched

FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these...

How FINTRX Sets Itself Apart from Other Financial Data Platforms

In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can...

The Top 10 Endowments - Powered by FINTRX

Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their...

RIA & Broker Dealer Roundup: September '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...

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 Suite. This new offering introduces 1.6 million additional personalized data points on independent...

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 array of investment information to our dataset. In an effort to highlight this continuous growth, we've...

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 in wealth management data intelligence, continues its monthly series 'RIA & Broker-Dealer...

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, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this...

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 are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...

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 leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA &...