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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…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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Family Office Investment Activity - July 2026
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 tra…
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RIA M&A Market Report: July 2026 Deal Activity
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed…
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FINTRX Named to the 2026 Inc. 5000 Fastest Growing Companies
FINTRX has been named to the 2026 Inc. 5000, the annual ranking of the fastest-growing private companies in the United States. FINTRX ranked No. 1,226…
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