Intapp Announces Partner Forum 2026 Award Winners
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, …
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX Expands C-Suite Amid Growth of Private Wealth Intelligence Platform
BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
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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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FINTRX & Ultimus Fund Solutions Announce Partnership
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, ha…
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Breaking Down AI Elements: Build Your Own Custom Intelligence in FINTRX
Data is only as valuable as the insight you can extract from it. Traditional data platforms—even comprehensive ones—are inherently static and generic.…
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FINTRX Introduces AI Elements, Transforming How Investment Professionals Analyze Private Wealth Data
Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, tod…
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What’s New at FINTRX: The Latest Tools to Accelerate Asset Raising, Advisor M&A & Distribution
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features a…
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The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA…
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Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform
BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading gl…
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