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Private Wealth Research & Insights

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FINTRX Launches DealCloud CRM Integration

FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication to providing a best-in-class user experience in financial data intelligence is...

Exploring Family Office Trends with Russ D’Argento on the Risclarity WealthTech Podcast

In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...

2024 Year in Review: Top Advisor Moves, M&A Highlights & Emerging Firms in Wealth Management

As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed firms to expand their reach and sharpen their...

RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...

October '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a...

FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees

November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...

What's New at FINTRX | October 2024

Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...

RIA & Broker Dealer Roundup: October '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...

How to Leverage a Database on Endowments & Foundations for Successful Asset Raising

Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with the right decision-makers. Endowments and foundations represent significant pools of capital, but...

FINTRX Family Office & RIA Data Report, Q3 2024

FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office...