RIA & Broker-Dealer Roundup: September '25 Moves, M&A Deals & Emerging Players
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered priv…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Family Offices Backing AI-Driven Cybersecurity Ventures
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat det…
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ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the Dis…
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5 Largest Family Office Direct Deals of August 2025
Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real esta…
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RIA & Broker-Dealer Roundup: August '25 Moves, M&A Deals & Emerging Players
In the August edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most not…
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FINTRX Powers Citywire’s 2025 50 Growers Across America Report
FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-grow…
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RIA & Broker-Dealer Roundup: July '25 Moves, M&A Deals & Emerging Players
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notab…
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Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data
On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office data to reveal a notable shift in how …
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Top 5 Largest Family Office Direct Deals of June 2025
Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate t…
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RIA & Broker-Dealer Roundup: June '25 Moves, M&A Deals & Emerging Players
The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategi…
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