AI-Driven Private Wealth Intelligence

Access Wealth Teams Across the Broker-Dealer & RIA Landscape

FINTRX provides unprecedented access into thousands of wealth advisory groups across various channels, including wirehouses, independent RIAs, and aggregators.

Request a Trial →
AG
Atlas Group at Morgan Stanley
New York, NY
● VERIFIED
Est. AUM
$8.4B
Min. Acct. Size
$10M
Team Size
6
Allocation InterestsFY 2026
Private Equity Real Estate Venture Credit
Equity Compensation Planning | Wealth Management | Estate Planning | Philanthropic Services
SOURCE-VERIFIED · UPDATED 6D AGO
28K
Wealth Team Profiles
4.8K
Verified Contatcs
4.2M
Data points mapped
One
Source of truth
COMPLETE MARKET COVERAGE

Wirehouses and aggregators. Mapped.

Historically, wealth team data has been difficult, if not impossible, to obtain. FINTRX arms you with detailed intelligence on team structure, specialties, networks, and investments utilized to map, access, and sell into this tough to reach market.

WIREHOUSE LANDSCAPE
W1National wirehousesTeams · people · branchesMAPPED
W2Regional broker-dealersPractices · offices · advisorsMAPPED
W3Private wealth divisionsUHNW teams · leadershipMAPPED
W4Institutional platformsSpecialists · coverage groupsMAPPED
FINTRX WEALTH TEAMSONE PROPRIETARY DATASET
AGGREGATOR LANDSCAPE
A1Large aggregatorsPartner firms · teams · peopleMAPPED
A2National RIAsRegional teams · specialtiesMAPPED
A3Acquirer platformsJoined teams · movement historyMAPPED
A4Independent networksPractices · decision makersMAPPED
ABOUT THE DATASET

Target wealth teams with confidence.

01

Access Independent Aggregators

Efficiently identify hard-to-find wealth teams within RIA aggregator networks.

02

Uncover Reps at Target Teams

Uncover key decision-makers and executives at wealth groups of interest.

03

Monitor & Predict M&A Activity

Identify targets for wealth team acquisitions and track historical M&A activity.

04

Track Team Assets & Investments

Access detailed insights on team specialties, asset flows, and investment strategies

"FINTRX sits on top of good data with the most intuitive interface I’ve ever used. It’s saved us significant time and brought consistency to our outreach, turning prospecting from a challenge into a strength. Now, it’s become central to how we engage advisors."
Mike Kitzman
Mike Kitzman
Chief Engagement Officer · Gateway Financial Partners
Wealth groups · Morgan Stanley, Merrill, UBS, LPL 28,000+ mapped
Morgan Stanley 101 Discovery Group New York, NY $4.2B 7 advisors
Merrill Lynch 111 Wealth Management Group Palm Desert, CA $1.9B 9 advisors
UBS Financial Services 200 Public Square Group Cleveland, OH $3.4B 5 advisors
Raymond James 34 North Group Alpharetta, GA $780M 4 advisors
LPL Financial 35 North Group Cornelius, NC $610M 3 advisors
Ameriprise Financial 365 Wealth Management Group Dallas, TX $1.1B 6 advisors
Teams mapped to parent firmAdvisor roster on every teamPush to CRM
Team Access

Map & Access Wealth Teams Within Parent Firms

Gain visibility into wealth teams nestled within complex financial institutions. Our unique wealth group dataset maps and provides access to wealth teams segmented within broker dealers and aggregators.

Request trial
Team Tracking

Track Team AUM and Investments

Every wealth team carries five years of reported assets, so you can see the trajectory before you make the call. Sort on growth, spot the teams compounding fastest, and catch the ones losing assets.

  • 01Five years of reported team AUM on every group
  • 02Year-over-year change, growth rate, and net new assets
  • 03Rank and filter teams on trajectory, not just size
Request trial
The Curtis Group · Morgan Stanley Reported team AUM · 5 years
$160B$120B$80B$40B$0
$94.2B 2021  
$88.6B 2022 -5.9%
$112.4B 2023 +26.9%
$131.7B 2024 +17.2%
$154.3B 2025 +17.2%
5-year growth +63.8% Net new assets $60.1B Advisors on team 10
Reported annuallyHistory on 28,000+ teamsSortable on growth
Associated Contacts

Every Contact Attached To The Team

Each wealth team carries its full roster, so you can see who runs the book before you reach out. Titles, tenure, verified email and direct dials come attached to the group record.

  • 01Full advisor roster on every wealth team
  • 02Titles and tenure to tell the decision maker from the support seat
  • 03Verified email and direct dials, checked before you get them
Request trial
TSG Wealth Management · LPL Financial 140 associated reps
ContactTenureContact detail
MV Matthew VattioniTeam lead Managing Director 14 yrs Email · Direct dial
JM Jamie Meronoff Managing Director 11 yrs Email · Direct dial
LC Leslie Castillo Managing Director 9 yrs Email · Mobile
DM Dimitry Matousov Managing Director 8 yrs Email · Direct dial
MC Melissa Crews Client Relationship Manager 6 yrs Email
MM Merlin Micken Senior Vice President 5 yrs Email · Mobile
140 reps on this teamDeliverability checkedPush to CRM
Integrations

Wealth teams synced with your CRM

Sync FINTRX records, signals, and alerts straight into your CRM — or pipe the raw feed into your own models via API.

Learn more about our integrations
Salesforce
Native sync
HubSpot
Native sync
Dynamics 365
Native sync
DealCloud
Native sync
Custom API
Data Feed
Snowflake
Data Share
Request a trial

Unlock exclusive Wealth Teams intelligence to connect with top advisors.

Join the thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

Request a Trial