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Private Wealth Research & Insights

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Industry Trends (3)

5 Family Offices Investing in Office Spaces

The family office landscape continues to evolve, with savvy investors seeking emerging opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, as family offices leverage their...

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

Welcome to the fourth installment of our blog series, "Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West." In this final segment, FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout...

5 Family Offices Investing in Multifamily Residential Properties

Family offices have increasingly focused on real estate, drawn by the sector's potential for steady long-term returns and portfolio diversification. Leveraging FINTRX - the premier family office and RIA database for asset-raisers - we spotlight...

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

The registered investment advisor (RIA) industry remains 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 series 'RIA...

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...

An AI Power Play: FINTRX Fuels Innovation in Private Wealth Data

The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to...

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...

The Rise of Female Advisors: A Generational Shift in Wealth Management

The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...