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Private Wealth Research & Insights

RIA Industry Spotlight: 5 Top Firms in the Southeast

To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Southeast based on assets under management, employee count,...

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...

The Definitive Guide to Aggregator & Broker Dealer Wealth Teams

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial...

FINTRX Private Wealth Data Report, Q3 2023

As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family...

RIA Industry Spotlight: 5 Rapidly-Growing Wealth Management Firms in 2023

With data provided by the FINTRX Registered Investment Advisor & Broker Dealer Intelligence Platform, we have compiled the RIA Industry Spotlight series to provide insights into the current trends and key players in the dynamic RIA landscape. In...

RIA Industry Spotlight: 3 Women-Owned Firms with $1B+ in AUM

Utilizing FINTRX's comprehensive private wealth data intelligence platform, we have compiled the RIA Industry Spotlight series to provide insights into the diverse range of firms operating in the RIA landscape. By tapping into FINTRX's robust...

August '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 August 2023. This report offers...

August 2023 FINTRX Updates & Additions

As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the...

Enhance Your Investment Approach with the FINTRX RIA Database Solution

In today's rapidly evolving financial landscape, data has become an invaluable asset for individuals seeking to enhance their investment approaches. As the demand for transparent, data-driven investment strategies continues to grow, the role of...

3 Family Offices Investing in Hospitality Companies

By harnessing the power of the FINTRX Private Wealth Data Platform, we explore five family offices that are channeling their investments into private hospitality companies. Drawing from comprehensive data and research on thousands of transactions...