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 and user experience. Below is a roundup of the most notable data additions, product enhancements, and reports from the past few months, along with how each one helps asset managers, capital raising professionals, and business development teams win more business.
Product Updates & Additions
Q3 Data Coverage & Additions
- Family Offices - 4,665 total (+60)
- Family Office Contacts - 30,474 total (+1,258)
- RIA & Broker-Dealer Firms - 46,257 total (+1,024)
- Registered Reps - 804,368 total (+21,941)
- Wealth Teams - 28,928 total (+440)
- Direct Investment Deals - 42,610 total (+789)
(Profile totals as of October 15, 2026; all additions reflecting updates during Q3 2026)
Fin, the FINTRX AI Agent
Fin is your always-on AI agent, trained specifically on FINTRX data and purpose-built to act proactively, monitoring your territory, notifying you of important updates, and prepping your meetings.
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Email a question about your lists or prospects to Fin at fin@fintrx.ai
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Connect your Google or Outlook calendar and get briefs sent to you automatically before meetings
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Add Fin to your Slack or Teams channels to pull insights and key data directly into your chats
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Create fully custom alerts and have Fin notify you of the updates that matter to you
FINTRX Banks & Trusts Dataset
The new FINTRX Banks & Trusts dataset gives visibility into an opaque and hard-to-reach investor market.
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Targeted to decision-makers: Banks employ hundreds of people. FINTRX surfaces the targeted subset who actually control trust investment decisions.
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Full visibility into firms: Access complete ownership structures up to the high holder as well as direct links to filings.
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Allocation insights mapped: Leverage data on fiduciary assets and income, accounts, and investment portfolios to identify ideal prospects based on investment strategies.
Tap into banks and trusts alongside your existing RIA, broker-dealer, and family office coverage.
Learn more about FINTRX Banks & Trusts data →
Integrate FINTRX Data into Copilot & Gemini via MCP
FINTRX now integrates with Microsoft Copilot and Google Gemini—along with Claude, ChatGPT, and Perplexity—bringing comprehensive data directly into your AI workflows.
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Combine FINTRX with your CRM and internal data to analyze firms and contacts within the AI tools you already use
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Conduct faster, more targeted prospecting, market research, and meeting prep
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Boost efficiency with trusted private wealth data embedded across your workflow
Plus FINTRX MCP Now Available in ChatGPT Plugin Marketplace
Easily access the FINTRX MCP directly within the OpenAI marketplace to bring FINTRX data into your ChatGPT account.
Add & Remove Custom Tags in Bulk
FINTRX tags allow you to bulk flag firms and contacts with fully custom tags for cleaner data organization. Update as many records as you need from the advanced search page and within lists to keep your platform and CRM data clean.
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Industry News & Data Reports
Q3 2026 RIA M&A Activity Report
FINTRX tracked 60 RIA M&A deals in the third quarter representing $100.9B in disclosed acquired AUM. The quarter brought 2026’s year-to-date total to 225 deals—already surpassing the 193 recorded through all of 2025. Check out the full report for a deep dive into M&A activity throughout Q3, including the largest deals, most active acquirers, and deal activity over time.
September 2026 RIA & Broker-Dealer Roundup
Explore some of the most notable advisor team movements, M&A deals, and new RIA launches from September.
BofA Loses $3.1B to NewEdge, Two Ameriprise Teams Go Independent, and Creative Planning Expands Investment Research and Consulting Capability with $4.3T Acquisition in this month's edition...
Q3 2026 Family Office Investment Activity Report
FINTRX tracked 365 family office investments in the third quarter: 342 into private companies, with over $68B in disclosed round capital, and 23 into real estate properties. Read the full report for a breakdown of the family office investment activity throughout Q3, including most active investors, largest deals, real estate transactions, and deal activity over time.