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Private Wealth Research & Insights

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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, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of...

5 Largest Family Office Direct Deals of November 2025

November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested...

RIA & Broker-Dealer Roundup: November '25 Moves, M&A Deals & Emerging Players

In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...

5 Largest Family Office Direct Deals of October 2025

Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct...

RIA & Broker-Dealer Roundup: October '25 Moves, M&A Deals & Emerging Players

In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm...

5 Largest Family Office Direct Deals of September 2025

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct...

RIA & Broker-Dealer Roundup: September '25 Moves, M&A Deals & Emerging Players

In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new...

5 Family Offices Backing AI-Driven Cybersecurity Ventures

Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...

ETF Trends Among the Fastest-Growing RIAs in America

Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the District of Columbia. FINTRX is proud to be the exclusive data provider for this year’s report.

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5 Largest Family Office Direct Deals of August 2025

Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real estate, healthcare, and emerging market finance. Leveraging FINTRX family office data, we...