Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events competing for time, budget, and attention, knowing which conferences actually matter is...

December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of...

November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested...

Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring billions into AI, sustainability, and emerging tech. FINTRX family office data shows direct...

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct...

Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights...