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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
As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed...
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...
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Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
FINTRX is excited to release a new feature within our family office data solution and prospecting tool that easily identifies the investors and contacts that already live on at least one of your personal lists. Read ahead for further insight...
Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
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