The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches
In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
Read insight →
FINTRX MCP Now Available in Microsoft Copilot
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
Read insight →
RIA & Broker-Dealer Roundup: September '26 Moves, M&A Deals & New Launches
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
Read insight →
RIA & Broker-Dealer Roundup: August '26 Moves, M&A Deals & New Launches
In the August 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX — your trusted source for AI-powered private…
Read insight →
FINTRX Launches New AI Agent Named "Fin" That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars
BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today intr…
Read insight →
Vanguard's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape
Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a de…
Read insight →
Breaking Down the FINTRX Bank & Trust Dataset
Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
Read insight →
FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit
BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
Read insight →
FINTRX Named to the 2026 Inc. 5000 Fastest Growing Companies
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…
Read insight →
Get The Newsletter