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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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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 leading…
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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…
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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 ar…
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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 i…
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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, contac…
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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 ar…
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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 …
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