FINTRX

?? Big News! FINTRX is thrilled to launch AI Analyst—The first AI model fine-tuned on exclusive private wealth data - powered by FINTRX's proprietary data and intelligence on family offices, registered investment advisors, wirehouses, broker-dealers, and wealth teams. Whether you're raising capital, distributing products, or recruiting top talent, AI Analyst empowers you to ask complex questions, uncover hidden relationships, and gain a deeper understanding of the financial landscape through natural language AI prompts. Use AI Analyst to: ? Prep for meetings ? Personalize Outreach ? Analyze Holdings ? Track news and trends ? And so much more… Learn more at: https://lnkd.in/eyUnbRqB ?? Connect with us to try AI Analyst for yourself! #FINTRX #AI #ArtificalIntelligence #FamilyOffice #RIA #FinTech

With the private wealth channel expanding rapidly, sourcing the right investors has become a high-stakes, data-driven game. That’s why FINTRX has partnered with Intapp DealCloud to embed our best-in-class private wealth data directly into DealCloud’s AI-powered platform. This partnership empowers firms to: ? Pinpoint ideal investors with detailed family office & RIA profiles ? Track direct & co-investment activity in real time ? Streamline investor engagement within existing workflows ? Improve data accuracy & eliminate manual data entry Read more: https://hubs.ly/Q03dkGQN0 #PrivateWealth #CapitalRaising #DealCloud #FINTRX #FamilyOffices #RIAs #PrivateEquity #InvestorIntelligence #AlternativeInvestments #PrivateMarkets #FinTech

RIAs are warming up to private investments – and the momentum isn’t slowing. According to FINTRX data, an estimated 36% of RIAs reported allocating to private investments in 2024 – up from about 29% just two years prior. ?? Among those allocating, direct investments, private equity funds, and real estate remain top choices. ?? Mid-sized firms ($500M–$1B AUM) showed the biggest uptick, signaling increased appetite in this segment. ?? Many are seeking differentiated products and uncorrelated returns – creating a clear opportunity for capital-raising managers. FINTRX tracks these shifts in real time – giving asset managers the insights they need to connect with the right RIAs. See for yourself! https://hubs.ly/Q03d9yZ30 #RIA #PrivateMarkets #CapitalRaising #AlternativeInvestments #DistributionStrategy #FINTRX

Stay ahead in the private wealth space with the latest insights from the FINTRX RIA & Family Office Newsletter - Volume #138. This edition highlights major industry moves and market shifts, including: ? Former B. Riley Financial exec launches Steadfast ? Merit Financial Advisors acquires Idaho-based RIA ? Hightower Advisors exec joins Carson Group & more! #FamilyOffices #RIA #WealthManagement #PrivateWealth #FINTRX

Kickstart Your Career with a FINTRX Summer Internship! ?? Are you a business student looking for real-world experience in a fast-paced, dynamic environment? We’re hiring for our 2025 Sales Strategy & Operations Intern position—an opportunity to work on impactful projects across multiple departments and build critical skills that set you up for success. Just ask Patrick Galvin, a former intern who now works full-time on our Research Team, or Kevin Sullivan and William Mehra—who will be returning to FINTRX full-time after graduation! Their internships provided them with hands-on experience, professional growth, and the opportunity to make a real impact—all while working in a collaborative, high-energy environment. If you're ready to develop your skillset, expand your network, and gain invaluable industry exposure, we encourage you to apply today! ?? Apply now: https://hubs.ly/Q03clDpN0 #Internship #Hiring #BusinessStudents #SalesStrategy #Operations #FINTRX

The FINTRX team is live at Future Proof Citywide in Miami! ?? ?? Stop by Booth #304 and chat with Alexis Tsitos, Greg Bell, CIMA?, Steven LeBlanc, and Kyle Ebbets—see how FINTRX turns data into action, helping firms distribute funds, raise capital, recruit advisors, and drive strategic growth. A few key takeaways from our conversations so far: 1?? Data-driven prospecting is a priority—firms are looking for smarter ways to identify and engage ideal investors. 2?? Advisor recruitment is evolving—access to comprehensive intelligence is streamlining hiring strategies. 3?? Seamless integrations matter—firms want private wealth data that syncs effortlessly with their existing tech stack. Excited for more insights and connections before the event wraps up on Wednesday! #FutureProof #WealthManagement #RIAs #FamilyOffices #PrivateWealth #Fintech #InvestmentInsights #DataDriven #FINTRX

?? Get the latest on industry shifts in our February '25 #RIA & #BrokerDealer Roundup, powered by FINTRX—covering major transitions, acquisitions, and new players to watch! ?? Wirehouse & Independent Shifts: ? Rockefeller Capital Management recruits advisor team from Stifel Financial Corp. ? UBS lands a wirehouse return with an $880M team from Cresset ? LPL Financial expands with Charter Oak Wealth Partners & more ? Sanctuary Wealth welcomes NewSpring Wealth Partners ?? M&A Activity: ? Merit Financial Advisors merges with Pillar Wealth Management ? Corient acquires Rootstock Advisors ? Bluespring Wealth Partners makes its first 2025 deal ?? New RIAs Making an Impact: ? Former Truist advisors launch Aria Wealth Partners, LLC ? Ex-Mercer & Laird Norton advisors launch Basecamp Wealth Advisors ? & much more! ?? Read the full breakdown: https://hubs.ly/Q03bPPDT0 #WealthManagement #FinancialAdvisors #Mergers #Acquisitions #AdvisorMoves #FINTRX

The FINTRX team is on-site at The 10th Annual Private Wealth New England Forum, hosted by Markets Group - the region’s premier gathering for RIAs, family offices, and private banks. ?? If you're attending, be sure to connect with Alexis Tsitos, Bryan Di Iorio, Greg Bell, CIMA? and Steven LeBlanc to see how FINTRX is empowering firms with actionable data and intelligence. #PrivateWealth #RIAs #FamilyOffices #WealthManagement #FINTRX

Exciting news! ?? FINTRX is teaming up with Sales Lift Partners to bridge the gap between data-driven insights and sales execution. This partnership empowers asset managers with AI-powered intelligence and expert sales leadership to drive efficiency, optimize strategies, and fuel sustained growth. Learn more: https://hubs.ly/Q03blQ9W0 #WealthManagement #AssetManagement #AI #SalesExecution #DataDriven #SalesLiftPartners #FINTRX

FINTRX is gearing up for Future Proof 2025! ?? From March 16-19, we’ll be in Miami alongside thousands of RIAs, family offices, institutional investors, and industry leaders for a transformative, citywide experience. Stop by Booth #304 to see how FINTRX leverages AI-powered data intelligence to drive smarter decisions in the private wealth landscape. Looking forward to great conversations! #FutureProof #Finance #InvestmentLeadership #WealthManagement #RIAs #FamilyOffices #FINTRX