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Private Wealth Research & Insights

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Industry Trends (5)

Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

Wirehouse vs. Aggregator Teams: Understanding Private Wealth Groups

The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cater to the current wealth management needs of individuals and institutions alike, private wealth...

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...

The Definitive Guide to Aggregator & Broker Dealer Wealth Teams

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial...

Enhance Your Investment Approach with the FINTRX RIA Database Solution

In today's rapidly evolving financial landscape, data has become an invaluable asset for individuals seeking to enhance their investment approaches. As the demand for transparent, data-driven investment strategies continues to grow, the role of...

3 Family Offices Investing in Hospitality Companies

By harnessing the power of the FINTRX Private Wealth Data Platform, we explore five family offices that are channeling their investments into private hospitality companies. Drawing from comprehensive data and research on thousands of transactions...

5 Family Offices Investing in Alternative Energy

In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices making investments into alternative energy. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices globally, our...

5 Family Offices Investing in Healthcare

Fueled by data from the FINTRX Private Wealth Data Platform, which provides intel into thousands of direct deal transactions made by over 3,700+ family offices worldwide, we highlight five family offices making investments in the healthcare industry.

5 Family Offices Active in Series A Investments

We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...

5 Family Offices Investing in Retail Companies

In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in private retail companies. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices...