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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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, t…
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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, …
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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, …
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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 p…
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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, ha…
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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.…
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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, tod…
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What’s New at FINTRX: The Latest Tools to Accelerate Asset Raising, Advisor M&A & Distribution
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features a…
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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…
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