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Private Wealth Research & Insights

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Industry News (2)

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...

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

The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...

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

The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...

How Chinese & Middle Eastern Family Offices Are Shaping Global Investment Strategies

Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...

How AI is Reshaping Private Equity: Key Use Cases & a Look at Leading Vendors

As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE Stack have produced a comprehensive AI Industry Map to help firms better understand the...

FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...

2023 FINTRX Family Office & RIA Yearly Roundup

On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...

FINTRX Named to Inc.'s 5,000 Fastest Growing Private Companies in America

Boston, MA -- FINTRX has been named to Inc. Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 ranking for all companies in Greater Boston, while being touted as the 17th fastest-growing company...