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Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
NEWS AND INSIGHTS FROM FINTRX
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’...
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an...
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its...
Posts by
Jonathan Lischetti is a member of the FINTRX research & data team, dedicated to delivering targeted and relevant family office & registered investment advisor (RIA) content & insights.
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...
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.
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...
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