November '23 Family Office & RIA Monthly Data Report
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, c…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
2023 FINTRX Registered Investment Advisor (RIA) Regional Analysis
In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Inv…
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Wirehouse vs. Aggregator Teams: Understanding Private Wealth Groups
The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cat…
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October '23 Family Office & RIA Monthly Data Report
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, c…
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FINTRX Private Wealth Group Data Launched
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, we are proud to unveil our latest edit…
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RIA Industry Spotlight: 5 Top Firms in the Southeast
To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlig…
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The Definitive Guide to Aggregator & Broker-Dealer Wealth Teams
In a constantly evolving financial landscape that can be complex and overwhelming, advisor wealth teams are crucial in helping clients investment stra…
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FINTRX Private Wealth Data Report, Q3 2023
As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report.…
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RIA Industry Spotlight: 5 Rapidly-Growing Wealth Management Firms in 2023
With data provided by the FINTRX Registered Investment Advisor & Broker Dealer Intelligence Platform, we have compiled the RIA Industry Spotlight …
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RIA Industry Spotlight: 3 Women-Owned Firms with $1B+ in AUM
Drawing on insights from FINTRX, the leader in AI-powered private wealth intelligence, our RIA Industry Spotlight series highlights the diverse firms …
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