Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Investment Advisor (RIA) Regional Analysis. In this report, we break down the RIA landscape by...
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...
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, we are proud to unveil our latest edition to the FINTRX Registered Investment Advisor (RIA) Platform: Private Wealth Groups. This new...
To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Southeast based on assets under management, employee count,...
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...
As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family...
With data provided by the FINTRX Registered Investment Advisor & Broker Dealer Intelligence Platform, we have compiled the RIA Industry Spotlight series to provide insights into the current trends and key players in the dynamic RIA landscape. In...
Utilizing FINTRX's comprehensive private wealth data intelligence platform, we have compiled the RIA Industry Spotlight series to provide insights into the diverse range of firms operating in the RIA landscape. By tapping into FINTRX's robust...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for August 2023. This report offers...
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