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Private Wealth Research & Insights

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Industry Trends (8)

FINTRX Global Family Office Report | Sponsored By Charles Schwab

It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at  FINTRX released the Industry Briefing Series to provide valuable and...

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...

Prospecting into the Private Wealth Space: 5 Best Practices

Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substantial capital. They often serve as gateways to vast networks and sources of priceless business...

5 Family Offices With Over 5B+ in AUM

With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can now identify suitable prospects across 3,600+ family offices and 38,000+ RIA firms worldwide. In utilizing...

5 Family Offices Investing in Software Development Companies

In utilizing the FINTRX Family Office & Registered Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by 3,200+ family offices worldwide, we outline five family offices directly investing in the...

3 Family Offices Investing in Financial Services Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,260+ family offices worldwide, we explore three family offices making direct investments in the financial...

5 Family Offices Investing in Real Estate

In utilizing the FINTRX Family Office and Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by over 3,600+ family offices worldwide, we explore five family offices investing in real estate...

3 Family Offices Investing in Renewable Energy

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,190+ family offices worldwide, we explore three family offices directly investing in the renewable energy...

5 Family Office Trends to Watch For in 2022

2022 looks promising for the private wealth management industry and more specifically, single and multi-family offices. As the leading family office and registered investment advisor (RIA) database provider, FINTRX continues to monitor the...

5 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data platform, which provides intel into thousands of direct deal transactions made by over 3,700+ family offices worldwide, we explore five family offices investing across the oil and gas industry.