Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched custodians, and four quarters of 13F filings have reshuffled who owns which str…
Insights, updates, and best practices covering every corner of private wealth.
In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
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Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…
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Anthropic filed for its IPO on October 26 and plans to list on the Nasdaq as ANT, with trading expected as soon as the week of November 16. Advisors a…
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A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…
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Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…
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Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
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The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
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