Private Wealth Research & Insights

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this growth, we've compiled a...

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this continuous growth, we've...

Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this...

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...

Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, investment advisory firms, key decision-makers and an array of investment information to our comprehensive private wealth dataset. To highlight this...