RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive land…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Largest Family Office Direct Deals of May 2025
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontie…
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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…
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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 th…
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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 gl…
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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 m…
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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…
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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 …
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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 m…
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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 opera…
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