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Private Wealth Research & Insights

Q3 2022 Private Wealth Data Report

In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...

Q3 2022 Family Office Data Report

Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q3, our data set grew to include 3,450+ family offices, 19,300+ decision-makers and ...

Monthly Family Office Data Report: October 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...

Q3 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q3 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market

FINTRX, the preeminent Family Office & Registered Investment Advisor (RIA) Database, offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of...

Monthly Registered Investment Advisor (RIA) Data Report: August 2022

FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities...

Prospecting into the Private Wealth Space: 5 Best Practices

Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substantial capital. They often serve as gateways to vast networks and sources of priceless business...

RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM

FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth...

Q2 2022 Family Office Data Report

Over the last few months, the family office landscape has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q2, our data set grew to include 3,350+ family offices, 19,000+ decision-makers,...

Q2 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q2 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...