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Private Wealth Research & Insights

Houlihan Lokey Advises FINTRX Series A

Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor (RIA) data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.

FINTRX Monthly Family Office Data Report: November 2021

Each month, the FINTRX family office data and research team adds and updates hundreds of family offices, key family office contacts, and tracked investments to our rapidly growing family office dataset. To showcase this model of growth, we have...

3 Family Offices Making Series A Investments in Tech Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

FINTRX RIA Geographical Breakdown

With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased...

Announcing Our $9M Series A Funding

Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...

3 Family Offices Investing in Retail Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

3 Largest Registered Investment Advisors (RIAs) in South Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...

3 Family Offices Investing in Marketing & Advertising Companies

As a leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

Family Office Wealth Origin Series: Energy, Oil & Gas

Family offices, or private wealth vehicles managing the wealth of high-net-worth families and individuals, often allocate capital with fewer restraints compared to other investment entities. With greater control over their investments and...

3 Largest Registered Investment Advisors (RIAs) in New Mexico

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores...