FINTRX Launches Relationship Path for iOS Mobile App
FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, be…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How AI is Reshaping Private Equity: Key Use Cases & a Look at Leading Vendors
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE S…
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May '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision…
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FINTRX Industry Spotlight: Women-Led Independent RIAs
We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led …
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RIA & Broker Dealer Roundup: May '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
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What's New at FINTRX | May 2024
Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We a…
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40 Leading Advisory Teams Throughout the US by Region
Welcome to our latest report, '40 Leading Advisory Teams Throughout the US by Region,' where we explore the remarkable achievements of private wealth …
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Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West
Welcome to the fourth installment of our blog series, "Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West." In this final segment, …
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RIA & Broker Dealer Roundup: April '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
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April '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, investment advisory firms, key decision-makers and an ar…
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