The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Family Offices That Own Professional Sports Teams in 2026
The New York Jets, Detroit Tigers, Philadelphia 76ers, and Minnesota Timberwolves have something in common beyond professional sports: the families an…
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2027 Territory Planning: How to Segment Advisors by AUM, Custodian & Holdings
The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…
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RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches
In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
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Reach Advisors Directly: FINTRX Now Offers Home Addresses for 200K+ Advisors
Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…
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What's New at FINTRX | Q3 2026
Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…
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The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
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FINTRX MCP Now Available in Microsoft Copilot
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
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