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Private Wealth Research & Insights

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What's New at FINTRX | April 2024

Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...

A Deep Dive into the FINTRX Family Office Dataset

FINTRX, the premier family office and registered investment advisor (RIA) data intelligence platform, is thrilled to unveil its latest industry report, 'A Deep Dive into the FINTRX Family Office Dataset'. This comprehensive analysis delves...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...

RIA & Broker Dealer Roundup: March '24 Rep Movements, M&A Deals and Emerging Players

The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly...

What's New at FINTRX | March 2024

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...

FINTRX Private Wealth Data Report, Q1 2024

FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast'. In this second installment of four,FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout the...

FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...

FINTRX Fuels Operational Excellence for Clear Investment Group

In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast

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...