Female participation in wealth management is rising, but the numbers reveal both progress and persistent gaps. Using FINTRX’s AI-powered dataset of over 40,000 advisory firms and 760,000 registered representatives, we examine the data to...

As the wealth management industry continues to evolve, the role of artificial intelligence (AI) in streamlining prospecting and client engagement has become undeniable. For asset managers seeking to raise capital or expand their businesse...

Each quarter, FINTRX tracks which registered representatives are drawing the most attention on our platform. In Q2 2025, thousands of searches across 40,000+ firms and 760,000+ reps revealed the advisors and representatives industry...

When you’re targeting RIAs, industry awards are more than recognition - they’re signals of growth, credibility, and momentum. With FINTRX, you can filter for those firms and reps by verified accolades, including Citywire RIA's 50 Growers...

With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,...

While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and...

For alternative fund managers raising your first or second fund is no small feat. You’re not just pitching performance, you’re selling trust, vision, and the ability to execute. But breaking through the noise and getting in front of the...

On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...

The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset managers seeking to connect with the right capital sources, staying current with emerging...