Thank You for Downloading!
Check your email inbox for the download link. If you don't see it, be sure to check your spam folder.
Find More Insights and News on Our Blog
Finding High-Growth RIAs with FINTRX: Using Awards & Accolades as a Prospecting Lens
When you’re targeting RIAs, industry awards are more than recognition - they’re signals of growth, credibility, and momentum. With FINTRX, you can filter for those firms and reps by verified accolades, including Citywire RIA's 50 Growers..
Client Case Studies
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
Most Viewed Firm Profiles on FINTRX – Q2 2025 Insights
With data on over 40,000 advisory firms and 750,000+ registered reps, FINTRX offers unmatched visibility into the private wealth ecosystem. Each day, thousands of financial professionals leverage FINTRX to identify top RIAs,..
The Complete List of Fastest Growing RIAs in Every State - 2025
Citywire RIA has unveiled its 2025 50 Growers Across America report, spotlighting the fastest-growing RIAs across the U.S., and FINTRX is proud to be the exclusive data provider for this year's edition, taking over from Discovery Data. This year's..
5 Keys to Staying Engaged with Family Offices Between Raises
While the fundraising process often focuses on creating a compelling pitch, highlighting the strategy, team, and track record, the work doesn't stop once the capital is secured. Between raises, fund managers need to stay proactive and..