<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Private Wealth Research & Insights

Posts about:

Family Offices (8)

Why FINTRX Is a Must-Have Tool for Asset-Raising Professionals

In the fiercely competitive and fast-paced world of private wealth, raising capital often depends on having access to the right information and resources. FINTRX - the leading family office and registered investment advisor (RIA) database solution -...

Family Offices Harnessing the Power of Deep Tech Investments

Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...

February 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 Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February...

How FINTRX Tags & Notes Maximize Efficiency & Improve Workflow

As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make informed investment decisions and connect with potential investors. However, with a vast array of...

The Intersection of Multi-Family Offices and RIAs

The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...

Personalizing Family Office & Investment Advisor Prospecting With FINTRX Affinity Relatability Scores

One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...

January 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 Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Investors & Operators' Podcast

Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with successful business leaders, investors and entrepreneurs. In this episode, D'Argento takes us on his...

FINTRX Global Family Office Report | Sponsored By Charles Schwab

It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at  FINTRX released the Industry Briefing Series to provide valuable and...

FINTRX Family Office & RIA Data Report, '22 Q4

In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...