Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today introduced an AI agent called Fin that provides access to FINTRX data and intelligen…
Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the p…
Read insight →Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, …
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
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decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…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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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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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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BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, t…
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PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, …
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