Private Wealth Research & Insights

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...

FINTRX - Family Office & RIA Database provider has compiled the Advisor Spotlight to highlight five leading wealth managers of today, showcasing their backgrounds, assets under management (AUM), industry and state rankings, industry tenure and more.

As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the...

Welcome to our FINTRX Customer Spotlight Series, where we explore real-world examples of how FINTRX, the leading family office and registered investment advisor (RIA) data platform, empowers financial professionals with a more effective way of...

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...

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...

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...

Boston, MA -- FINTRX has been named to Inc Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 ranking for all companies in Greater Boston, while being touted as the 17th fastest-growing company...

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) commercial intelligence, is thrilled to announce the hiring of Ryan Beale to its leadership team. As Chief Revenue Officer, Beale will be responsible...