Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records, and letters that end up returned to sender. FINTRX now offers personal home add…
Insights, updates, and best practices covering every corner of private wealth.
Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…
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The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
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Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…
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BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today intr…
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Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brin…
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Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowin…
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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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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decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
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BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
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