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Private Wealth Research & Insights

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Intapp Announces Partner Forum 2026 Award Winners

PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize...

FINTRX Expands C-Suite Amid Growth of Private Wealth Intelligence Platform

BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today announced the expansion of its leadership team with two senior promotions and a key...

FINTRX & Ultimus Fund Solutions Announce Partnership

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...

FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform

BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital...

FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth

BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...

Milemarker and FINTRX Form Partnership to Provide Deeper Integration

ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered...

FINTRX Revolutionizes Private Wealth Research with Launch of AI-Powered Analyst

BOSTON, MA – January 22, 2025FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthrough solution reshaping how financial professionals discover insights, make data-informed...

FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees

November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...

FINTRX Launches Personalized Data Suite to Enhance the Way Firms Recruit Advisors

FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent...

FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...