While you’re here, be sure to join the thousands of wealth management professionals who already follow FINTRX on LinkedIn.
You’ll get exclusive insights into RIAs and family offices, best practices to improve your private wealth prospecting, explore the latest FINTRX product updates, and stay connected with upcoming events and webinars.
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management firms, this report..
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize..
AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and capital markets teams are increasingly embedding AI directly into how they research..
In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win competitive allocations, and engage the right advisors across an increasingly crowded product..
Copyright © 2025 FINTRX, Inc. All Rights Reserved. 18 Shipyard Drive Suite 2C Hingham, MA 02043 Data Privacy Policy
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)
