Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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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&…
Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relatio…
Read insight →In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your truste…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, …
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In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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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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November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technolog…
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