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Private Wealth Research & Insights

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Industry Trends (12)

3 Family Offices Investing in Travel Companies

Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal...

3 Largest Registered Investment Advisors (RIAs) in Colorado

Largely fueled by mergers and acquisitions, the size of registered investment advisors (RIAs), as measured by assets under management, has grown significantly. As of December 31, 2020, there were 749 RIAs with $1B+ in AUM, up 17% from 2019. Today,...

3 Family Offices Investing in Minority or Woman-Owned Businesses

As a leading family office database provider, we continue to see these private wealth groups accumulate the assets and skills required to allocate capital directly into the private capital markets. In utilizing the FINTRX family office data and...

5 Largest Registered Investment Advisors (RIAs) in New Hampshire

Registered investment advisors have gained momentum in nearly every metric - from industry size and assets under management to quality jobs created. High-net-worth families and individuals continue turning to RIAs for their self-governing nature,...

Family Office Wealth Origin Series: Sports & Media

The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A...

5 Family Offices Investing in Hospitality Companies

As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands...

3 Family Offices Investing in Food & Beverage Companies

Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. In utilizing the FINTRX family office data and research platform, which provides intel into...

3 Largest Registered Investment Advisors (RIAs) in Hawaii

Businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. To shine a light on the RIA space, FINTRX explores three of the largest registered investment...

Family Offices Making Early-Stage Direct Investments

For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of...

3 Largest Registered Investment Advisors (RIAs) in Ohio

In an effort to highlight prominent RIAs, FINTRX - the leading wealth management data provider - spotlights three of the largest registered investment advisors in Ohio, each serving high-net-worth clients with expert financial guidance and a...