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August 20 2026

How to Use AI to Track Family Office Direct Deal Activity in Real Time

Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how..

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Client Case Studies

Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.

 

August 18 2026

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quarter Family Office Report, with trends and intelligence..

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August 17 2026

Family Office Report: Q2 2026 Trends & Intelligence

The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 96 new firm profiles and 1,487 new contacts added to the platform last..

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August 14 2026

5 Signs an Advisor is Ripe for Recruiting (and How to Spot Them with FINTRX)

The most successful advisor recruiters don't just find names; they find moments. Knowing when an advisor is likely to consider a move is what separates guesswork from precision. FINTRX turns advisor and firm intelligence into actionable..

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