Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region...
FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make...
LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To illustrate...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and customized approach to investment. Join us as we provide valuable insights into the current...
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in favor of UBS. Over the past year, there has been an accelerating transition in talent and client...
Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate transactions by family office investors, empowering users to easily access, drill into and...
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this segment, we delve into the intricate world of family office classification,...
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