Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across the platform as we continue to grow, innovate, and enhance the FINTRX product a…
Insights, updates, and best practices covering every corner of private wealth.
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
Read insight →
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
Read insight →
Family offices stayed active as direct investors in the third quarter of 2026. FINTRX tracked 178 family offices that invested in companies, real esta…
Read insight →
RIA consolidation kept up its pace in the third quarter of 2026. FINTRX tracked 60 announced RIA transactions between July and September, representing…
Read insight →
Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
Read insight →
Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
Read insight →
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
Read insight →
New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
Read insight →
AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…
Read insight →