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November 7 2025

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,..

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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.

 

November 6 2025

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..

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November 4 2025

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..

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November 3 2025

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..

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