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Private Wealth Research & Insights

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

The RIA and broker-dealer landscape remains highly dynamic, with major team moves, strategic acquisitions, and new firm launches continuing to reshape the competitive terrain. In this edition of our RIA & Broker-Dealer Roundup, FINTRX—the leading...

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

The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In this March 2025 edition of our RIA & Broker Dealer Roundup series, FINTRX—the leading provider of...

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...

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

The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...

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...

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

The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...

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...

RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...

FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees

November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...