Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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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 ...
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...
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...
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,...
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth,...
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...
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