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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence

A Better Way to target advisors & LP's

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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NEWS AND INSIGHTS FROM FINTRX

May 2023 FINTRX Updates & Additions

June 6, 2023

Hello

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 highlight the product updates and additions from May, along with recent data reports, blogs and information pertaining to the private wealth and investment industry.

FINTRX Product Updates & Additions

Custodian Data Tracking & Exporting

Leverage enhanced access to qualified custodian data platform-wide.

+ Easily track changes to custodians used for firms within your lists.
+ Instantly download SMA asset custody information with custom data exports.

Custodian Data Tracking & Exporting

Improved CRM Integration Functionality

Continue to leverage seamless FINTRX data integration with your CRM systems with single-click migrations.

improved fintrx crm functionality

Bonus: Read more about how FINTRX integrations help you streamline your work processes here >>

Enhanced RIA Firm Classifications

Utilize improved RIA classifications to easily drill down into and segment entities by firm type.

fintrx ria firm classifications

Recent Industry Reports & Spotlights

25 Women-Led Single Family Offices

Discover 25 US-based single family offices and the influential women responsible for driving their growth and success.

Key Takeaways:

+ Of the 25 women highlighted, 7 of them founded, co-founded, or are the source of wealth for their respective family office.
+ 19 of these women are C-suite executives, with 11 serving as CIO and 9 as CEO.
+ The most common industries of wealth origin for these family offices include real estate, technology, oil & gas, and food & beverage.
+ These women represent some of the most notable individuals and families such as Sergey Brin, Oprah Winfrey, and the Hershey & Heinz families.

Access the report >>

25 Women Leading the Hedge Fund Industry in the United States

Explore our list of 25 top-performing hedge funds and the powerful female leaders behind them who have made a significant impact on the US investment industry.

25 Women Leading the Hedge Fund Industry in the United States

Key Takeaways:

+ The total AUM of the featured hedge funds ranges from roughly $127M to $48.7B, with a median AUM of about $595M.
+ While these hedge funds utilize a variety of different strategies, most specialize in Long-Short Equity strategies.
+ Many of these firms are active in innovative and disruptive investments including technology, media, and healthcare companies as well as progressive companies in the ESG space.
+ Of the 25 women featured, 17 of them either founded or co-founded their respective firms, and 12 of these women are C-suite executives.

Access the report >>

Featured Blogs & Thought Leadership

Check back in monthly for more FINTRX product updates, industry thought leadership pieces and valuable insights into the private wealth & investment data landscape!

- The FINTRX Product Marketing Team

FINTRX is a leading family office and RIA data intelligence platform that provides valuable insights and information to help users grow their businesses and connect with high-net-worth individuals and institutional investors. FINTRX data covers 3,700+ family offices, 20,000+ family office contacts, 40,000+ registered investment advisor entities and 850,000+ registered RIA reps.

We provide detailed profiles of each family office and RIA, including investment preferences, asset allocation, contact information and much more. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 70+ person research team as well as a team of experienced data scientists. Equipped with 375+ advanced search and filtering capabilities, FINTRX helps users get to the data they need faster than ever.

For an in-depth exploration of the FINTRX family office & RIA data platform, request a demo below.

Written by: Emery Blackwelder |

June 06, 2023

Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.