Private Wealth Research & Insights

Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...

Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with the right decision-makers. Endowments and foundations represent significant pools of capital, but...

FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these...

Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their...

FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent...

Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...

Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...