Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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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.
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...
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...
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...
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...
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...
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