Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...
The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly...
The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast'. In this second installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Southeast region...
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...
In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...
The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region of...
FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make...
LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To illustrate...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and customized approach to investment. Join us as we provide valuable insights into the current...
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in favor of UBS. Over the past year, there has been an accelerating transition in talent and client...
Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate transactions by family office investors, empowering users to easily access, drill into and...
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this segment, we delve into the intricate world of family office classification,...
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth,...
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...
Leveraging the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in companies with a strong focus on Environmental, Social and Governance (ESG) initiatives. With comprehensive and reliable data on thousands of...
Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data offerings, new integrations and groundbreaking data delivery methods, FINTRX users have never been...
At FINTRX, we understand that each client has unique needs and requirements when it comes to their investment strategies and objectives. That's why we have developed a platform that caters to the diverse range of various professionals in the...
FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, having access to accurate and up-to-date information is paramount, and making...
In the fast-paced world of finance, staying ahead of the curve is paramount. For many industry professionals, tracking the equities holdings of investment advisors, fund managers and broker-dealers is not just a routine task—it's a strategic...
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, a game-changing resource that delves deep into the ever-evolving landscape of family...
FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a strategic advantage for clients and prospects, streamlining data management...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...
In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...
In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...
Welcome to our FINTRX Customer Spotlight Series, where we explore real-world examples of how FINTRX, the leading family office and registered investment advisor (RIA) data platform, empowers financial professionals with a more effective way of...
We are excited to introduce FINTRX 360, an innovative data integration within LinkedIn designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and ...
Russ D'Argento, Founder and CEO of FINTRX, was featured on the 'Internal Use Only' Podcast to discuss his journey from a personal pain point of raising capital in the private wealth space to building a highly successful data intelligence platform,...
At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bio's to our private wealth...
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...
In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Investment Advisor (RIA) Regional Analysis. In this report, we break down the RIA landscape by...
The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cater to the current wealth management needs of individuals and institutions alike, private wealth...
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...
In today's fast-paced private wealth landscape, optimizing workflow efficiency is essential for staying ahead of the competition. Having access to reliable and updated information is imperative. However, the true power lies in your ability to...
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, we are proud to unveil our latest edition to the FINTRX Registered Investment Advisor (RIA) Platform: Private Wealth Groups. This new...
To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Southeast based on assets under management, employee count,...
Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...
In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial...
As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family...
With data provided by the FINTRX Registered Investment Advisor & Broker Dealer Intelligence Platform, we have compiled the RIA Industry Spotlight series to provide insights into the current trends and key players in the dynamic RIA landscape. In...
Utilizing FINTRX's comprehensive private wealth data intelligence platform, we have compiled the RIA Industry Spotlight series to provide insights into the diverse range of firms operating in the RIA landscape. By tapping into FINTRX's robust...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for August 2023. This report offers...
As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the...
In today's rapidly evolving financial landscape, data has become an invaluable asset for individuals seeking to enhance their investment approaches. As the demand for transparent, data-driven investment strategies continues to grow, the role of...
By harnessing the power of the FINTRX Private Wealth Data Platform, we explore five family offices that are channeling their investments into private hospitality companies. Drawing from comprehensive data and research on thousands of transactions...
In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices making investments into alternative energy. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices globally, our...
Boston, MA -- FINTRX has been named to Inc Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 ranking for all companies in Greater Boston, while being touted as the 17th fastest-growing company...
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) commercial intelligence, is thrilled to announce the hiring of Ryan Beale to its leadership team. As Chief Revenue Officer, Beale will be responsible...
As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...
Fueled by data from the FINTRX Private Wealth Data Platform, which provides intel into thousands of direct deal transactions made by over 3,700+ family offices worldwide, we highlight five family offices making investments in the healthcare industry.
We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...
In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in private retail companies. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices...
We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...
The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...
In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...
In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for May 2023. This report offers an...
At FINTRX, we understand that every investor has unique needs and preferences when it comes to identifying investment opportunities. That's why our data platform is designed to be highly customizable, allowing users to tailor their searches and...
In today's complex and ever-changing investment landscape, making data-driven investment decisions has become increasingly important. FINTRX - the leader in family office & registered investment advisor (RIA) data intelligence - plays a critical...
The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. With substantial capital at their disposal, family offices have sought to diversify their...
Family offices are emerging as an increasingly popular choice for high-net-worth individuals, and for good reason. The comprehensive, tailor-made services these entities offer, encompassing investment management, tax planning, philanthropy, estate...
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...
As the number of high-net-worth individuals continues to increase globally, the demand for family offices has grown significantly. With the growing prominence of family offices, identifying key global centers where wealth is managed has become...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Below,...
We are proud to present our most recent report, focusing on 25 single-family offices across the United States, all of which are managed and led by women. This examination stands as a testament to the comprehensive research carried out by the FINTRX...
FINTRX CRM integrations provide a strategic advantage by simplifying data management and providing comprehensive insights into the family office and RIA sectors. Aimed at optimizing workflows and improving decision-making processes, FINTRX...
Family offices have emerged as an attractive option for high-net-worth individuals (HNWIs) seeking tailored investment advice and management due to their ability to provide customized investment strategies based on the unique needs, goals...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for April...
As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering. Here,...
As the landscape of wealth management evolves, the demand for comprehensive and tailored financial solutions is on the rise. Here, we'll dive into the dynamic realm of multi-family offices (MFOs) and uncover how they are revolutionizing the...
We are pleased to present our report on 25 of the most powerful women leading the Hedge Fund industry in the United States. Compiled using FINTRX proprietary data, our report offers a unique window into the industry and showcases some of the...
As the leading private wealth intelligence data solution, FINTRX is excited to release the Q1 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...
As a financial professional, finding new clients is a critical component of business growth and success. With ever-increasing competition and a changing industry landscape, it can be challenging to identify and engage with high-value...
Alternative assets are often considered a valuable addition to traditional investment portfolios due to their non-traditional nature and potential for high returns. However, asset-raising professionals often face unique challenges when it comes to...
As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering. Here,...
As a leading family office and registered investment advisor (RIA) data intelligence solution, FINTRX provides users with real-time data on thousands of family offices, RIAs and private wealth contacts. Given the extensive capabilities of our...
With 2023 well underway, it's essential to recognize the key trends shaping the family office and RIA ecosystem, enabling these professionals to better serve their clients and remain competitive. This blog will delve into the most impactful...
Emerging markets have become increasingly popular among investors seeking high growth and diversification opportunities. These markets, which include regions such as Asia, Africa, and Latin America, offer the potential for higher returns compared to...
The registered investment advisor (RIA) ecosystem is a complex and ever-evolving landscape that plays an increasingly important role in the wealth management industry. Whether you're a financial professional looking to start your own investment...
When it comes to managing wealth and investments for high-net-worth individuals, two of the most popular options are family offices and registered investment advisors (RIAs). Both offer personalized investment advice and management, but there are...
In the fiercely competitive and fast-paced world of private wealth, raising capital often depends on having access to the right information and resources. FINTRX - the leading family office and registered investment advisor (RIA) database solution -...
Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February...
As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make informed investment decisions and connect with potential investors. However, with a vast array of...
Registered investment advisors (RIAs) are financial experts legally obligated to act in the best interests of their clients. Along with a fiduciary duty, RIAs provide several other advantages to working with them such as access to alternative...
In the registered investment advisor (RIA) industry, keeping tabs on employee movement is crucial for staying ahead of the competition and identifying potential leads. Whether you're a recruiter looking for top talent or a salesperson seeking new...
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...
One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors seek investment options that align with their values and support responsible business practices....
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformation continues to add value for high-net-worth families and individuals around the world, this...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January...
Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with successful business leaders, investors and entrepreneurs. In this episode, D'Argento takes us on his...
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising professionals compare and evaluate different financial advisors and institutions based on factors...
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO ofFINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of financial advisors, you can have access to a wealth of information to help you make informed...
It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at FINTRX released the Industry Briefing Series to provide valuable and...
Staying ahead in the constantly evolving financial industry can be a challenge. The market is constantly evolving, new regulations are introduced and clients have increasingly complex financial needs. In order for independent financial advisors to...
In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...
Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their money through these firms rather than traditional financial institutions. But what is driving the...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...
A look back at some of the most significant data and product additions and enhancements that we made in 2022!
Each month, FINTRX - Family Office & Registered Investment Advisor Platform adds and updates hundreds of family offices, family office contacts, tracked investments and assets to our private wealth dataset. To showcase this model of growth, we have...
FINTRX - Family Office & Registered Investment Advisor (RIA) Database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the investment advisory landscape for November 2022. Explore...
FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best-in-class private wealth data intelligence to your mobile device.
In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...
Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q3, our data set grew to include 3,450+ family offices, 19,300+ decision-makers and ...
Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q3 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...
FINTRX, the preeminent Family Office & Registered Investment Advisor (RIA) Database, offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of...
FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities...
Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substantial capital. They often serve as gateways to vast networks and sources of priceless business...
FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth...
Over the last few months, the family office landscape has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q2, our data set grew to include 3,350+ family offices, 19,000+ decision-makers,...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q2 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...
With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can now identify suitable prospects across 3,600+ family offices and 38,000+ RIA firms worldwide. In utilizing...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five RIA firms actively making ESG (Environmental, Social, and Governance)...
In utilizing the FINTRX Family Office & Registered Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by 3,200+ family offices worldwide, we outline five family offices directly investing in the...
FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for May 2022. Explore metrics such as registered entities...
Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,260+ family offices worldwide, we explore three family offices making direct investments in the financial...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Northeast based on assets under management,...
Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, newly tracked family office investments, and assets to our private wealth dataset. To showcase...
FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for April 2022. Explore metrics such as registered entities...
Over the course of Q1, the family office landscape experienced continued growth and expansion, as did the FINTRX Family Office & Registered Investment Advisor (RIA) Data Platform. From January to March, the FINTRX data set grew to include 3,200+...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight three top registered investment advisor firms in Boston based on assets under...
In utilizing the FINTRX Family Office and Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by over 3,600+ family offices worldwide, we explore five family offices investing in real estate...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q1 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,190+ family offices worldwide, we explore three family offices directly investing in the renewable energy...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight three top investment advisor firms in New York based on assets under...
2022 looks promising for the private wealth management industry and more specifically, single and multi-family offices. As the leading family office and registered investment advisor (RIA) database provider, FINTRX continues to monitor the...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top investment advisor firms based on assets under management, employee...
In utilizing the FINTRX family office data platform, which provides intel into thousands of direct deal transactions made by over 3,700+ family offices worldwide, we explore five family offices investing across the oil and gas industry.
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the RIA landscape for ...
Each month, the FINTRX family office and registered investment advisor platform adds and updates hundreds of family offices, key family office contacts, and tracked investments to our private wealth dataset. To showcase this model of growth, we have...
Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that...
As the leading family office and registered investment advisor (RIA) database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. Family...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the RIA Monthly Data Report to provide a high-level synopsis of the RIAs landscape for January 2022. Explore...
Over the course of 2021, family offices underwent continued growth and expansion, as did the FINTRX family office data and research platform. From January to December, the FINTRX data set grew to include 3,100+ unique family offices, over 17,400+...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,600+ family offices worldwide, we explore three Middle Eastern family offices making investments in the...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the Q4 2021 RIA Data Report to provide a high-level synopsis of registered investment advisors (RIAs) for Q4 of 2021.
Boston, MA - January 2022 - FINTRX, the industry leader in private wealth and family office data intelligence, today announced the release of its Registered Investment Advisor (RIA) Data Module. This addition to FINTRX’s rapidly expanding suite of...
To shine a light on the Registered Investment Advisor (RIA) landscape, the FINTRX family office and RIA database provider has compiled the 2022 RIA Capital Allocator Report to showcase some of the latest data trends and developments that have taken...
Russ D'Argento, Founder and CEO of FINTRX, was featured on the Beyond the Ordinary Podcast, where he discussed his journey from playing baseball to running a data intelligence platform, the importance of data in delivering high-impact results for...
As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...
Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor (RIA) data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.
Each month, the FINTRX family office data and research team adds and updates hundreds of family offices, key family office contacts, and tracked investments to our rapidly growing family office dataset. To showcase this model of growth, we have...
As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...
With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased...
Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...
As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...
As a leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...
Family offices, or private wealth vehicles managing the wealth of high-net-worth families and individuals, often allocate capital with fewer restraints compared to other investment entities. With greater control over their investments and...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores...
At FINTRX, we continue to see family offices accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By harnessing our family office data & research platform, which provides high-level intel...
Although family offices have been around for some time, we have seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX data and research provider has compiled a full breakdown of all new and...
Alexis Tsitos, a member of our enterprise business development team was featured on The Scott Becker Private Equity & Business Podcast, where she discussed the changing landscape of business development, what it was like moving from Australia to the...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...
As the leading family office and registered investment advisor (RIA) database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By...
Q3 of 2021 continued to be a busy one for FINTRX and the private capital markets altogether. Throughout July, August, and September 2021, the FINTRX data and research team added and updated hundreds of family office profiles and key contacts within...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
As the leading family office database provider, we continue to see private wealth vehicles accumulate the assets and skills required to allocate capital directly into the alternative wealth space. By harnessing the FINTRX family office data and...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
Although family offices have been around for some time, we've seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX has compiled a full breakdown of all new and updated family office data...
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
FINTRX kicked off the first half of 2021 by adding and updating thousands of family office profiles and key contacts within our family office database. In continuing our mission to provide capital-raising professionals access to unparalleled family...
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,090+ family offices worldwide, we explore three family offices contributing to nonprofit organizations and...
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...
Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest...
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...
Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of...
The registered investment advisor (RIA) market has experienced significant expansion over the last few years, with an estimated 35,000+ entities and 405,000+ contacts in operation today. RIAs continue to experience growth in nearly every metric,...
Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and...
With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many...
Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this continued growth. In utilizing the FINTRX family office data and research platform, which provides intel into...
Registered investment advisors continue to experience growth in every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...
Registered investment advisors continue to experience growth in nearly every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...
Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal...
Largely fueled by mergers and acquisitions, the size of registered investment advisors (RIAs), as measured by assets under management, has grown significantly. As of December 31, 2020, there were 749 RIAs with $1B+ in AUM, up 17% from 2019. Today,...
As a leading family office database provider, we continue to see these private wealth groups accumulate the assets and skills required to allocate capital directly into the private capital markets. In utilizing the FINTRX family office data and...
Registered investment advisors have gained momentum in nearly every metric - from industry size and assets under management to quality jobs created. High-net-worth families and individuals continue turning to RIAs for their self-governing nature,...
Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown...
The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A...
As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands...
Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. In utilizing the FINTRX family office data and research platform, which provides intel into...
Businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. To shine a light on the RIA space, FINTRX explores three of the largest registered investment...
For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of...
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