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Private Wealth Research & Insights

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...

5 Family Offices Investing in Internet & Software Companies

In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...

June 2023 FINTRX Updates & Additions

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. Continue...

5 Family Offices Investing in Biotechnology Companies

In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...

May '23 Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for May 2023. This report offers an...

Tailored to Your Needs: The Customizable Features of FINTRX

At FINTRX, we understand that every investor has unique needs and preferences when it comes to identifying investment opportunities. That's why our data platform is designed to be highly customizable, allowing users to tailor their searches and...

Maximize Returns: Making Data-Driven Investment Decisions with FINTRX

In today's complex and ever-changing investment landscape, making data-driven investment decisions has become increasingly important. FINTRX - the leader in family office & registered investment advisor (RIA) data intelligence - plays a critical...

Recent Evolutions Across the Family Office Space

The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. With substantial capital at their disposal, family offices have sought to diversify their...

Why Family Offices are Attractive to High-Net-Worth Individuals

Family offices are emerging as an increasingly popular choice for high-net-worth individuals, and for good reason. The comprehensive, tailor-made services these entities offer, encompassing investment management, tax planning, philanthropy, estate...

Elevate Your Capital Raising Efforts with FINTRX's Advanced Search Features

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...