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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 overall, No. 105 in the software category, and No. 25 among companies in Massachusetts. This marks...
In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new...
In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new...
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new firm...
Independent RIAs continue to grow in size and influence across the U.S., with many firms now managing tens or even hundreds of billions in client assets. This state-by-state list highlights the largest independent registered investment advisor in...
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...
In the latest 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 wealth team moves, M&A deals, and new firm...
In the March 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...
Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an...
In the February 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...
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