Private Wealth Research & Insights

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FINTRX Updates

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quarter Family Office Report, with trends and intelligence...

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 overall, No. 105 in the software category, and No. 25 among companies in Massachusetts. This marks...

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 firms and prepare for outreach. The limitation has always been data access. On their own,...

FINTRX Q1 2026 Family Office Report Shows Entrepreneurs Driving Growth, Favoring Direct, Private Equity and Venture Capital Investments

BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its inaugural quarterly Family Office Report, with trends and intelligence...

Intapp Announces Partner Forum 2026 Award Winners

PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize...

FINTRX Expands C-Suite Amid Growth of Private Wealth Intelligence Platform

BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today announced the expansion of its leadership team with two senior promotions and a key...

FINTRX 2025 Product & Data Year in Review

2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the platform into an AI-driven private wealth intelligence engine. From unprecedented breakthroughs in...

FINTRX & Ultimus Fund Solutions Announce Partnership

December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of...

Breaking Down AI Elements: Build Your Own Custom Intelligence in FINTRX

Data is only as valuable as the insight you can extract from it. Traditional data platforms—even comprehensive ones—are inherently static and generic. They give you a fixed set of data fields and metrics to work with, which may or...

FINTRX Introduces AI Elements, Transforming How Investment Professionals Analyze Private Wealth Data

Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, today launched AI Elements — a new tool that enables users to create custom data fields,...