What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors
When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In
SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For …
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RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealt…
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RIA M&A Market Report: April 2026
The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower tha…
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Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026
Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need…
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The Largest Independent RIAs by AUM in Every State - 2026
Independent RIAs continue to grow in size and influence across the U.S., with many firms now managing tens or even hundreds of billions in client asse…
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Looking to Raise Capital? 5 Reasons Family Offices Make Great Investors
Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors o…
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FINTRX Q1 2026 Family Office Report Shows Entrepreneurs Driving Growth, Favoring Direct, Private Equity and Venture Capital Investments
BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, t…
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Family Office Report: Q1 2026 Trends & Intelligence
The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawin…
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RIA & Broker-Dealer Roundup: April '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private …
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