RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this editi…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
October '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 ar…
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FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partner…
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What's New at FINTRX | October 2024
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are ex…
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RIA & Broker Dealer Roundup: October '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in globa…
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How to Leverage a Database on Endowments & Foundations for Successful Asset Raising
Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with …
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FINTRX Family Office & RIA Data Report, Q3 2024
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Repor…
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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 unpar…
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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, ma…
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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, c…
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