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Private Wealth Research & Insights

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FINTRX Updates

The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers

With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that...

Breaking Down FINTRX Advisor M&A SmartView

Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor M&A SmartView, FINTRX has reimagined how M&A...

FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform

BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital...

FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth

BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...

Optimizing Advisor Recruiting & Business Development: FINTRX & Milemarker Webinar Recap

Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...

FINTRX Data Feeds: Custom Solutions for Smarter Prospecting & Business Growth

FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrations, including direct CRM and API feeds. By incorporating customized data feeds, FINTRX users...

FINTRX 2024 Product & Data Year in Review

2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and...

Milemarker and FINTRX Form Partnership to Provide Deeper Integration

ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered...

FINTRX Revolutionizes Private Wealth Research with Launch of AI-Powered Analyst

BOSTON, MA – January 22, 2025FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthrough solution reshaping how financial professionals discover insights, make data-informed...

FINTRX Launches AI Analyst: A Personal Data Analyst at Your Fingertips

FINTRX is thrilled to introduce AI Analyst—a groundbreaking suite of AI-powered tools designed to revolutionize how financial professionals leverage data. Seamlessly integrated into the FINTRX platform, AI Analyst delivers...