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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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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Where LinkedIn's Top Colleges Actually Rank in Private Wealth
LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-…
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Using AI to Target RIAs Based on ETF Holdings
Every ETF issuer and asset manager wants the same thing: a list of advisors who are actually likely to buy. Not a broad universe of every RIA in the c…
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RIA & Broker-Dealer Roundup: July '26 Moves, M&A Deals & New Launches
In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
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FINTRX MCP V2.2: Real-Time Private Wealth Data Inside Claude, ChatGPT & Perplexity
AI tools like Claude, ChatGPT, and Perplexity have become a regular part of how distribution, asset-raising, and business development teams research f…
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How to Get Advisors to Engage With Your Emails
Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted w…
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RIA M&A Market Report: June 2026 Deal Activity
The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquir…
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Family Office Real Estate Investment Activity: 1H 2026
FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single…
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Family Office Investment Activity - June 2026
According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend fr…
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