FINTRX Introduces Detailed ETF Metrics for Enhanced Advisor Insights
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, FINTRX is proud to offer best-in-class…
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Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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Insights, updates, and best practices covering every corner of private wealth.
FINTRX Private Wealth Data Report, Q2 2024
FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a hi…
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5 Family Offices Investing in Industrial Properties
Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn …
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RIA & Broker Dealer Roundup: June '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
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FINTRX Launches Relationship Path for iOS Mobile App
FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, be…
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Elevate Your Recruitment Strategy with FINTRX
Competition for top talent across financial services is only getting stronger. For firms looking to build high-performing teams, finding the right can…
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How AI is Reshaping Private Equity: Key Use Cases & a Look at Leading Vendors
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE S…
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May '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision…
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FINTRX Industry Spotlight: Women-Led Independent RIAs
We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led …
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5 Family Offices Investing in Hotel Properties
The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that gar…
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