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Private Wealth Research & Insights

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Industry Trends

SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In

SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For most investors, pre-IPO shares have been hard to access, and meaningful exposure has historically...

RIA M&A Market Report: April 2026

The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower than the monthly average seen in Q1 2026, the month featured several high-profile, large-scale...

Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026

Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need from their data and technology stack. In Q1 2026, FINTRX identified two distinct groups of firms...

Looking to Raise Capital? 5 Reasons Family Offices Make Great Investors

Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors often come with long timelines, heavy process requirements, and a strong preference for established...

Family Office Report: Q1 2026 Trends & Intelligence

The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 119 new firm profiles and 1,904 new contacts added to the platform last...

Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence

Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting fast. The Q1 2026 FINTRX Wirehouse Wealth Teams Report analyzes 7,723 verified wealth teams across...

2026 RIA M&A Market Report: Q1 Deal Activity Starts the Year Strong

The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highlighting continued appetite for acquisitions across private wealth from advisors building out their...

Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights

Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building...

We Asked Advisors What Makes Someone Stand Out in a Meeting. Here's What They Said.

If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled call, a conference sit-down, or a brief introduction at an industry event, the window is...

Family Office Conferences & Events: The Complete 2026 Calendar

Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an...