With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA teams, wirehouse breakaways, and aggregator acquisitions—uncovering patterns that no other provider in the industry tracks or makes accessible.
Wealth team movement is a critical signal for advisor M&A professionals or distributors targeting advisor teams. Whether it's a high-AUM team moving from a wirehouse to a more independent aggregator system, a strategic roll-up acquisition, or a subtle rebrand post-integration, these shifts leave clues about strategic direction, cultural fit, and acquisition readiness.
Until now, this data was fragmented and buried in press releases, scattered across regulatory filings, or completely unreported. FINTRX has built a clear, searchable, and AI-enhanced system to surface this critical intelligence: a "blueprint" for wealth teams mapping out key historical information.
Each historical blueprint delivers a comprehensive, timeline-based view of a wealth team's journey through the private wealth landscape. Key attributes include:
• Deal Date – Timestamped view of breakaway events, mergers, or acquisitions
• AUM at Time of Event – Historical asset levels contextualized by deal
• Team Size & Makeup – Headcount and team composition during the transition
• Firm & Team Name (Then vs. Now) – Follow branding or structural shifts
• Direct Article Links – One-click access to supporting documentation
• AI-Generated Deal Summaries – Contextual analysis of why the deal happened, what it signals, and who it impacted
This unique dataset transforms FINTRX into the industry's only dynamic historical source of record for RIA and wealth team evolution.
Understanding a team's prior affiliations, deal velocity, and AUM history helps acquisition-focused firms predict future breakaway candidates or spot integration red flags early.
Example Use Case: Identify RIA teams with a history of lateral moves every 5-7 years—prime for outreach if their last move is nearing that threshold.
Product distribution teams can use historical data to understand buying behavior pre- and post-merger, surface new deal opportunities following movements, evaluate which custodians followed the team over time, and tailor pitches based on previous platform preferences.
Example Use Case: Track ETF usage before and after a team’s acquisition to spot disruptions or expansion opportunities.
Identify teams that have grown consistently over time or adapted quickly post-deal—a sign of resilience and openness to new solutions or platforms.
Due to regulatory structuring, data on advisor teams is immensely difficult to source and track. Most legacy data providers (like Discovery Data or RIA Database) rely on static snapshots of firm information—such as SEC filings—missing the nuance of time-based transitions that define today's RIA market. FINTRX is rewriting that model with:
• Daily enrichment and validation from our 70+ person research team
• AI-powered summarization and trend detection from press coverage and filings
• Linkage across firm aliases, predecessor names, and spinouts
Competitors can tell you who a team is today. FINTRX can tell you where they’ve been, why they moved, and what it means next.
The Wealth Teams Historical Blueprint isn't just a static timeline, it’s an AI-interpreted intelligence layer that helps you:
• Spot breakaway trends by custodian, geography, or team size
• Identify the "repeat acquirers" most active in consolidation
• Predict next likely moves based on historical cadence
It’s the strategic context you can’t get anywhere else.
In M&A, distribution, or recruitment, understanding trajectory is everything. FINTRX now offers the only toolset in the market that gives you that insight at scale, powered by real-time updates, deep linkage logic, and AI-generated interpretation.
If you're still relying on static firm snapshots or disconnected press clippings, you're flying blind. The future of wealth team engagement starts with understanding the historical blueprint.
Want to see how our Wealth Teams Historical Data can change your approach?
Schedule a personalized demo today >>