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Most Viewed RIA Firm & Rep Profiles on FINTRX – Q3 2025 InsightS
Ever wonder which firms and advisors are drawing the most attention across the wealth management space? With thousands of professionals using FINTRX daily to prospect Registered Investment Advisor (RIA) and connect with decision makers,..
Client Case Studies
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
5 AI Prompts Powering Prospecting in FINTRX
The introduction of AI Elements in FINTRX has fundamentally changed how asset managers, fund distributors, advisors, and business development teams uncover insights across the RIA and family office ecosystem. With the ability to create..
RIA & Broker-Dealer Roundup: October '25 Moves, M&A Deals & Emerging Players
In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm..
5 Ways to Use FINTRX to Prep for Conferences
Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry..



