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Private Wealth Research & Insights

Posts about:

Family Offices

October '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a...

FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees

November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...

FINTRX Family Office & RIA Data Report, Q3 2024

FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office...

How FINTRX Sets Itself Apart from Other Financial Data Platforms

In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can...

How Chinese & Middle Eastern Family Offices Are Shaping Global Investment Strategies

Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...

August '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this continuous growth, we've...

5 Family Offices Investing in Mixed-Use Properties

In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns and tap into emerging market trends. Among these strategies, mixed-use properties have gained...

July '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this...

5 Family Offices Investing in Raw Land

In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize returns and capitalize on emerging market trends. As part of this strategy, many groups are turning...

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 high-level synopsis of the global investment advisor and family office landscapes, along...