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In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features and data enhancements designed to offer deeper insight into the private wealth...
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that...
The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to transact based on signals like AUM growth, rep stability, and ownership structure. To demonstrate...
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying potential targets, but doing so with speed, intelligence, and precision. That’s where ...
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor M&A SmartView, FINTRX has reimagined how M&A...
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