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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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Leading Independent RIAs in New York
In the heart of the world's financial capital, New York's independent Registered Investment Advisors (RIAs) stand as titans of wealth management, shep…
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RIA & Broker Dealer Roundup: August '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader i…
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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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RIA & Broker Dealer Roundup: July '24 Rep Movements, M&A Deals and Emerging Players
The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the …
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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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RIA & Broker Dealer Roundup: June '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
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Elevate Your Recruitment Strategy with FINTRX
Competition for top talent across financial services is only getting stronger. For firms looking to build high-performing teams, finding the right can…
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May '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision…
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RIA & Broker Dealer Roundup: May '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
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