Private Wealth Research & Insights

According to the Environmental Protection Agency (EPA), green energy provides the highest environmental benefit and includes power produced by solar, wind, geothermal, biogas, hydroelectric, and certain eligible biomass sources. Green energy...

Family offices have always been an important feature of the investment landscape, bringing a unique perspective and time horizon to the private wealth space. As family offices grow in size and power, the more progressive ones are using a direct...

Registered investment advisors are seeing record-breaking growth in the number of firms and assets under management, ultimately underscoring our significant value to investors, the economy, and private capital markets. With lingering uncertainty in...

In today's digital age, cybersecurity has become a paramount concern, not just for corporations and governments but also for private and family-owned businesses. Recognizing the critical importance of safeguarding digital assets, an increasing...

Businesses and high-net-worth families and individuals continue to turn to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. In an effort to shine a light on the RIA landscape, FINTRX explores three of the...

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices around the world, we explore three family offices making direct investments in the...

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With uncertainty in the markets,...

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the deep tech...