ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the Dis…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX Powers Citywire’s 2025 50 Growers Across America Report
FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-grow…
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M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and …
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FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles…
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2024 FINTRX Family Office Data Report
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to…
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October '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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FINTRX Family Office & RIA Data Report, Q3 2024
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Repor…
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August '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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July '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contac…
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FINTRX Private Wealth Data Report, Q2 2024
FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a hi…
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