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August 5 2026

Where LinkedIn's Top Colleges Actually Rank in Private Wealth

LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-term careers. Princeton held the top spot for a second consecutive year, followed by Duke and..

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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 4 2026

How to Target Family Offices for Your Next Raise Using AI Prompts

Raising capital from family offices has always come down to one hard problem: finding the ones who actually invest in what you're raising. Size and location tell you almost nothing about whether a family office will write a check into your sector,..

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August 4 2026

Using AI to Target RIAs Based on ETF Holdings

Every ETF issuer and asset manager wants the same thing: a list of advisors who are actually likely to buy. Not a broad universe of every RIA in the country, but the ones already moving in the right direction. FINTRX tracks ETF holdings, category..

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August 3 2026

RIA & Broker-Dealer Roundup: July '26 Moves, M&A Deals & New Launches

In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new..

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