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RIA M&A Market Report: May 2026
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse..
Client Case Studies
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
5 Ways to Use FINTRX to Target Rapidly Growing RIAs
AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which RIAs to prioritize, the ones scaling fastest are often your best bets. They're winning..
What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors
When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's credentials, account activity, workflow data, and internal usage patterns all sit inside..
SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In
SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For most investors, pre-IPO shares have been hard to access, and meaningful exposure has historically..
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