5 Family Offices Investing in Female-Founded Startups
A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across d…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA & Broker-Dealer Roundup: January '26 Moves, M&A Deals & Emerging Players
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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How Recruiting and M&A Teams Identify RIAs with FINTRX
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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5 Family Offices Investing in E-Commerce Companies
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, re…
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How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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Top RIA Databases in 2026: Tools Every Distribution Team Should Know
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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5 Largest RIAs in Chicago
Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firm…
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5 Family Offices Backing Investment Management & RIA Businesses
Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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Top 100 RIAs by Active ETF AUM - 2026
Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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FINTRX 2025 Product & Data Year in Review
2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the p…
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