FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution, and uncover strategic opportunities. By combining continuously updated data with intelligent...

In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of advisors, fund managers, and broker-dealers is more than a routine task—it’s a strategic edge....

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...

In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cater to the current wealth management needs of individuals and institutions alike, private wealth...

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial...

In today's rapidly evolving financial landscape, data has become an invaluable asset for individuals seeking to enhance their investment approaches. As the demand for transparent, data-driven investment strategies continues to grow, the role of...

By harnessing the power of the FINTRX Private Wealth Data Platform, we explore five family offices that are channeling their investments into private hospitality companies. Drawing from comprehensive data and research on thousands of transactions...