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Family Office Research & Insights

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market

FINTRX - Family Office & Registered Investment Advisor (RIA) Database - offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools...

Monthly Registered Investment Advisor (RIA) Data Report: August 2022

FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities...

Prospecting into the Private Wealth Space: 5 Best Practices

Private wealth management firms such as family offices and registered investment advisors (RIAs) aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you...

RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM

FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth...

Q2 2022 Family Office Data Report

Over the last few months, the family office landscape has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q2, our data set grew to include 3,350+ family offices, 19,000+ decision-makers,...

Q2 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q2 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

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 3,300+ family offices and 38,000+ RIA firms worldwide. In utilizing...

5 RIAs Active in ESG Investments

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five RIA firms actively making ESG (Environmental, Social, and Governance)...

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...

Monthly Registered Investment Advisor (RIA) Data Report: May 2022

FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for May 2022. Explore metrics such as registered entities...

Monthly Family Office Data Report: May 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...

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...

RIA Industry Spotlight: 5 Top Firms in the Northeast

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Northeast based on assets under management,...

Monthly Family Office Data Report: April 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, newly tracked family office investments, and assets to our private wealth dataset. To showcase...

Monthly Registered Investment Advisor (RIA) Data Report: April 2022

FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for April 2022. Explore metrics such as registered entities...

Q1 2022 Family Office Data Report

Over the course of Q1, the family office landscape experienced continued growth and expansion, as did the FINTRX Family Office & Registered Investment Advisor (RIA) Data Platform. From January to March, the FINTRX data set grew to include 3,200+...

RIA Industry Spotlight: Top Firms in Boston

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight three top registered investment advisor firms in Boston based on assets...

5 Family Offices Investing in Real Estate

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,200+ family offices worldwide, we explore five family offices investing in real estate.

Q1 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q1 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

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...

RIA Industry Spotlight: Top Firms in New York

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight three top investment advisor firms in New York based on assets under...

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...

Registered Investment Advisor (RIA) Industry Spotlight

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top investment advisor firms based on assets under management, employee...

5 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,150+ family offices worldwide, we explore five family offices investing across the oil and gas industry.

Monthly Registered Investment Advisor (RIA) Data Report: February 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the RIA landscape for ...

Monthly Family Office Data Report: February 2022

Each month, the FINTRX family office and registered investment advisor platform adds and updates hundreds of family offices, key family office contacts, and tracked investments to our private wealth dataset. To showcase this model of growth, we have...

FINTRX Helps Startups, Fund Managers, & Investment Bankers Leverage Private Wealth Data to Close More Deals

Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that...

5 Private Wealth Groups Investing in Digital Currencies

As the leading family office and registered investment advisor (RIA) database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. Family...

RIA Monthly Data Report: January 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the RIA Monthly Data Report to provide a high-level synopsis of the RIAs landscape for January 2022. Explore...

FINTRX 2021 Family Office Data Report

Over the course of 2021, family offices underwent continued growth and expansion, as did the FINTRX family office data and research platform. From January to December, the FINTRX data set grew to include 3,100+ unique family offices, over 17,400+...

3 Middle Eastern Family Offices Investing in Technology Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,100+ family offices worldwide, we explore three Middle Eastern family offices making investments in the...

Q4 2021 RIA Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the Q4 2021 RIA Data Report to provide a high-level synopsis of registered investment advisors (RIAs) for Q4 of 2021.

FINTRX Launches Registered Investment Advisor Data Offering, Further Expanding Its Private Wealth Data Intelligence Platform

the industry leader in private wealth and family office data intelligence, today announced the release of its Registered Investment Advisor (RIA) Data Module. This addition to FINTRX’s rapidly expanding suite of...

2022 RIA Data Capital Allocator Report

To shine a light on the Registered Investment Advisor (RIA) landscape, the FINTRX family office and RIA database provider has compiled the 2022 RIA Capital Allocator Report to showcase some of the latest data trends and developments that have taken...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Beyond The Ordinary' Podcast

Russ D'Argento, Founder and CEO of FINTRX, was featured on the Beyond the Ordinary Podcast, where he discussed his journey from playing baseball to running a data intelligence platform, the importance of data in delivering high-impact results for...

3 Family Offices Making Late-Stage Investments in Manufacturing Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

Houlihan Lokey Advises FINTRX Series A

Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.

FINTRX Monthly Family Office Data Report: November 2021

Each month, the FINTRX family office data and research team adds and updates hundreds of family offices, key family office contacts, and tracked investments to our rapidly growing family office dataset. To showcase this model of growth, we have...

3 Family Offices Making Series A Investments in Tech Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

FINTRX RIA Geographical Breakdown

With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased...

Announcing Our $9M Series A Funding

Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...

3 Family Offices Investing in Retail Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

3 Largest Registered Investment Advisors (RIAs) in South Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...

3 Family Offices Investing in Marketing & Advertising Companies

As a leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

Family Office Wealth Origin Series: Energy, Oil & Gas

Family offices, or private wealth vehicles managing the wealth of high-net-worth families and individuals, often allocate capital with fewer restraints compared to other investment entities. With greater control over their investments and...

3 Largest Registered Investment Advisors (RIAs) in New Mexico

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores...

3 Family Offices Investing in Software Companies

At FINTRX, we continue to see family offices accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By harnessing our family office data and research platform, which provides high-level intel...

FINTRX Monthly Family Office Data Report: October 2021

Although family offices have been around for some time, we have seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX data and research provider has compiled a full breakdown of all new and...

Alexis Tsitos of FINTRX Featured on The Scott Becker Private Equity Podcast

Alexis Tsitos, a member of our enterprise business development team was featured on The Scott Becker Private Equity & Business Podcast, where she discussed the changing landscape of business development, what it was like moving from Australia to the...

3 Largest Registered Investment Advisors (RIAs) in Delaware

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...

3 Family Offices Investing in Cryptocurrency

As the leading family office database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By harnessing the FINTRX family office data and...

FINTRX Family Office Data Report Q3 2021

Q3 of 2021 continued to be a busy one for FINTRX and the private capital markets altogether. Throughout July, August, and September 2021, the FINTRX data and research team added and updated hundreds of family office profiles and key contacts within...

3 Largest Registered Investment Advisors (RIAs) in Louisiana

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Family Offices Investing in Leisure & Lifestyle Companies

Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal...

3 Largest Registered Investment Advisors (RIAs) in North Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

5 Family Offices Investing in Debt

As the leading family office database provider, we continue to see private wealth vehicles accumulate the assets and skills required to allocate capital directly into the alternative wealth space. By harnessing the FINTRX family office data and...

3 Largest Registered Investment Advisors (RIAs) in Alaska

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

FINTRX Monthly Family Office Data Report: August 2021

Although family offices have been around for some time, we've seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX has compiled a full breakdown of all new and updated family office data...

3 Family Offices Investing in Construction & Manufacturing Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

3 Largest Registered Investment Advisors (RIAs) in Maine

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Kentucky

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

FINTRX Family Office Data Report: First Half of 2021

FINTRX kicked off the first half of 2021 by adding and updating thousands of family office profiles and key contacts within our family office database. In continuing our mission to provide capital-raising professionals access to unparalleled family...

3 Family Offices Investing in Fintech Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

3 Largest Registered Investment Advisors (RIAs) in Arizona

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Family Offices Contributing to Nonprofit Organizations

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,090+ family offices worldwide, we explore three family offices contributing to nonprofit organizations and...

3 Family Offices Investing in Technology Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

3 Largest Registered Investment Advisors (RIAs) in Vermont

Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest...

3 Family Offices Investing in Fitness & Health Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

3 Family Offices Investing in Automotive Companies

Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of...

Registered Investment Advisor Snapshot: June 2021

The registered investment advisor (RIA) market has experienced significant expansion over the last few years, with an estimated 35,000+ entities and 405,000+ contacts in operation today. RIAs continue to experience growth in nearly every metric,...

3 Largest Registered Investment Advisors (RIAs) in Georgia

Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and...

Family Offices Directly Investing in Multifamily Residential Properties

With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many...

3 Family Offices Investing in Pharmaceutical Companies

Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this continued growth. In utilizing the FINTRX family office data and research platform, which provides intel into...

3 Largest Registered Investment Advisors (RIAs) in South Carolina

Registered investment advisors continue to experience growth in every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...

3 Largest Registered Investment Advisors (RIAs) in North Carolina

Registered investment advisors continue to experience growth in nearly every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...

3 Family Offices Investing in Travel Companies

Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal...

3 Largest Registered Investment Advisors (RIAs) in Colorado

Largely fueled by mergers and acquisitions, the size of registered investment advisors (RIAs), as measured by assets under management, has grown significantly. As of December 31, 2020, there were 749 RIAs with $1B+ in AUM, up 17% from 2019. Today,...

3 Family Offices Investing in Minority or Woman-Owned Businesses

As a leading family office database provider, we continue to see these private wealth groups accumulate the assets and skills required to allocate capital directly into the private capital markets. In utilizing the FINTRX family office data and...

5 Largest Registered Investment Advisors (RIAs) in New Hampshire

Registered investment advisors have gained momentum in nearly every metric - from industry size and assets under management to quality jobs created. High-net-worth families and individuals continue turning to RIAs for their self-governing nature,...

FINTRX Monthly Family Office Data Report: May 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown...

Family Office Wealth Origin Series: Sports & Media

The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A...

5 Family Offices Investing in Hospitality Companies

As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands...

3 Family Offices Investing in Food & Beverage Companies

Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. In utilizing the FINTRX family office data and research platform, which provides intel into...

3 Largest Registered Investment Advisors (RIAs) in Hawaii

Businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. To shine a light on the RIA space, FINTRX explores three of the largest registered investment...

Family Offices Making Early-Stage Direct Investments

For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of...

3 Largest Registered Investment Advisors (RIAs) in Ohio

With an estimated 35,000+ entities and 405,000+ contacts in operation today, the registered investment advisor (RIA) landscape continues to experience growth in just about every metric. High-net-worth families and individuals are turning to RIAs for...

3 Family Offices Investing in Green Energy Companies

According to the Environmental Protection Agency (EPA), green energy provides the highest environmental benefit and includes power produced by solar, wind, geothermal, biogas, hydroelectric, and certain eligible biomass sources. Green energy...

5 Family Offices Investing in Manufacturing Companies

Family offices have always been an important feature of the investment landscape, bringing a unique perspective and time horizon to the private wealth space. As family offices grow in size and power, the more progressive ones are using a direct...

5 Largest Registered Investment Advisors (RIAs) in Rhode Island

Registered investment advisors are seeing record-breaking growth in the number of firms and assets under management, ultimately underscoring our significant value to investors, the economy, and private capital markets. With lingering uncertainty in...

FINTRX Monthly Family Office Data Report: April 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown...

Family Office Wealth Origin Series: Healthcare

As the leading family office data and research provider, FINTRX continues to see individuals and organizations following similar principles and procedures of family offices. This narrative looks into a specific cross-section of family office...

3 Family Offices Investing in Cybersecurity

With technology playing an increasingly critical role in our everyday lives, security is now more important than ever. Cybersecurity (the practice of protecting systems, networks, and programs from digital attacks) is usually aimed at accessing,...

3 Largest Registered Investment Advisors (RIAs) in Michigan

Businesses and high-net-worth families and individuals continue to turn to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. In an effort to shine a light on the RIA landscape, FINTRX explores three of the...

FINTRX Family Office Data Report Q1 2021

FINTRX kicked off Q1 of 2021 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. To shine a light on the growing private wealth space, we have constructed a Q1 2021 Family...

3 Family Offices Investing in Aerospace

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices around the world, we explore three family offices making direct investments in the...

3 Largest Registered Investment Advisors (RIAs) in Oregon

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With uncertainty in the markets,...

Family Offices Harnessing the Power of Deep Tech Investments: White Paper

Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit — ultimately...

3 Family Offices Investing in Deep Tech

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the deep tech...

3 Family Offices Investing in Healthcare

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the healthcare...

3 Largest Registered Investment Advisors (RIAs) in Washington

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

Family Office Wealth Origin Series: Financial Services

Understanding the reasons behind what makes family offices ideal investors can truly be a game-changer in terms of wealth preservation and wealth expansion. When you consider the structure of family offices and the resources available to them,...

3 Family Offices Actively Seeking Opportunity Zone Investments

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices actively seeking to capitalize on opportunity...

3 Largest Registered Investment Advisors (RIAs) in Virginia

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

Family Offices Investing in Real Estate: White Paper

Family offices have always been an important element of the investment landscape, bringing different perspectives and time horizons compared to other alternative asset classes. Throughout this narrative, we dive into family office trends...

3 Family Offices Investing in Cryptocurrency & Blockchain

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the...

3 Largest Registered Investment Advisors (RIAs) in New Jersey

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Family Offices Directly Investing in Real Estate

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the real...

FINTRX Monthly Family Office Data Report: February 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

3 Largest Registered Investment Advisors (RIAs) in Pennsylvania

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

The Rise of ESG & Impact Investing Among Family Offices

ESG factors have always been a consideration for businesses and family office investors, but it wasn't until the last decade or so, awareness of these topics skyrocketed. Investing for social good has a rich history dating back thousands of...

5 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 3,000+ family offices worldwide, we explore five family offices directly investing in the renewable energy...

3 Largest Registered Investment Advisors (RIAs) in Illinois

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Family Offices Investing in Sustainable Energy Solutions

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing in sustainable and...

3 Largest Registered Investment Advisors (RIAs) in Texas

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

Recent Evolutions Across the Family Office Space

In light of the global health and economic crisis, 2020 was a year like no other, ultimately presenting family offices with numerous challenges and opportunities. Despite these challenges, alternatives such as private equity funds, hedge funds,...

3 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the oil and...

3 Largest Registered Investment Advisors (RIAs) in Nevada

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

Family Office Industry Report Released | Part 3 of 3

Since inception, FINTRX has remained dedicated to providing high-quality family office intel to our global client base. In view of this, we are thrilled to present the third and final edition of our Family Office Industry Briefing Series in...

3 Family Offices Investing in Life Sciences

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing across the life...

Monthly Family Office Data Report: January 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

5 Largest Registered Investment Advisors (RIAs) in Connecticut

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

3 Family Offices Investing in Education

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private...

3 Largest Registered Investment Advisors (RIAs) in New York

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

5 Family Offices Investing in Cannabis

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis regarding the past investment history of these private...

5 Largest Registered Investment Advisors (RIAs) in Massachusetts

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the...

FINTRX 2020 Year in Review

2020 was a year unlike any other and as with other industries, an unpredictable market environment brought the family office landscape into uncharted waters. Over the course of 2020, family offices underwent numerous changes and continued expansion,...

3 Single Family Offices Established 60+ Years Ago

As numerous industries continue to see success with single and multi-family offices, FINTRX aims to shine a light on the alternative wealth space and private capital markets by offering valuable intel regarding these private wealth entities. In...

3 Florida-based RIAs with 3B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the...

Monthly Family Office Data Report: November 2020

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

3 Family Offices Investing in Real Estate

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis regarding the past investment history of these private...

5 Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain attraction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. By restructuring internal...

3 Family Offices Investing in Healthcare & Biotechnology

As various industries continue to gain traction from family offices, we shine a light on the alternative wealth space by providing a detailed analysis of the past investment history of these private wealth groups. In utilizing the FINTRX Family...

3 Notable RIA Mergers

The speed of consolidations in the Registered Investment Advisor (RIA) space continues to hit record-highs, putting the industry on track for its seventh-straight record-setting year, according to consulting firm Echelon Partners. A growing list of...

Monthly Family Office Data Report: October 2020

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family...

3 Family Offices Investing in Artificial Intelligence

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the ...

5 California-based RIAs with 100B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for innovative ways to best serve their clientele. With markets facing longer-term volatility, this is an opportune time...

3 Family Offices Investing in Asian-based Tech Companies

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing further analysis into the past investment history of these private wealth vehicles. By leveraging the ...

The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010...

3 Family Offices Investing in Agriculture

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the ...

FINTRX Family Office Data Report Q3 2020

Changing demographics and unforeseen global circumstances continue to influence how family offices invest and manage client wealth. Using a cross-section of our complete data set, FINTRX has assembled the Q3 2020 Family Office Data Report delivering...

3 Family Offices Investing in Media & Entertainment

As various industries continue to gain traction from family offices, the FINTRX family office data and research provider continues to shine light on the alternative wealth space, providing insight and analytics into the past investment history of...

10 Largest RIAs by Number of Registered Investment Advisors

In a time of unprecedented challenges, many organizations and investors are looking for new opportunities in all directions. Despite volatility in the markets, registered investment advisers continue to push forward. In an effort to shine light on...

5 Family Offices Making Consumer Goods Investments

As family offices continue to fuel the growth of sectors and industries across the board, the FINTRX data platform shines a light on the past investment history of more than 3,000+ family offices worldwide. In utilizing the FINTRX Family Office Data...

A New Found Love for Venture Capital & the Opportunity for Family Offices

Current Client Spotlight  | Written by: Michael Downing of Gravity Ranch

The Sprint to Venture Capital

Venture capital, as an investment asset class for family offices, has always played a rather minor supporting role with single digit allocations...

Registered Investment Adviser (RIA) Market Growth 2015-2019

The registered investment adviser (RIA) channel has experienced healthy growth over the past several years. Relative to family offices, RIAs share many of the same characteristics that make them an attractive wealth management option. With the...

5 Family Offices Making Manufacturing Investments

As various sectors and industries continue to gain traction from family offices, the FINTRX family office data platform consistently offers insight into the investment patterns taking place within the alternative wealth space and private capital...

The Registered Investment Adviser (RIA): What You Need To Know

With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability to maintain sustainable economic growth. In an...

The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape,...

5 Family Offices Making Biotech Investments

Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX data and research platform, which provides insight into thousands of direct deal transactions...

Registered Investment Advisers (RIAs): Breakdown of Top 5 States

As unpredictability and turbidity continue to be main driving forces in the markets, the registered investment adviser (RIA) model continues to charge ahead, with numbers showing a steady increase over the past decade or so. As a leading family...

Monthly Family Office Data Report: August 2020

Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family...

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

Changing demographics and unforeseen turbidity in the markets continue to influence the way family offices invest and manage client wealth. Family offices are putting their wealth to work in new ways and now expect personalized outreach rooted in...

Exploring the Registered Investment Adviser (RIA) Channel

The effects of the coronavirus on the global economy continues to reaffirm the importance of strategic planning, operability, client satisfaction and professional development as firms rethink  daily work procedures. By focusing on rebuilding and...

5 Family Offices Making Technology Investments

Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry, and this trend is likely to continue in the years ahead. In utilizing the FINTRX Buy-Side platform, which provides...

Monthly Family Office Data Report: July 2020

As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment...

Family Offices: Adapting to the Modern Era

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities....

FINTRX Family Office Data Report Q2 2020

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics,...

Align Your Outreach with Current Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have...

FINTRX Releases New Wave of Product Spotlight Videos

The family office space is an ever-evolving market requiring asset raising professionals to stay up-to-date on investment trends, market evolutions and how these private entities prefer to be communicated with.  By adaptively learning the different...

Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

Monthly Family Office Data Report: June 2020

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services,...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...

5 Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time though in the last decade especially, we have seen these groups reaching new heights. As family offices continue to broaden, so do their investment...

The Definitive Guide to Family Offices

Like any vertical dealing with the ultra-wealthy, every family office is unique in set-up and structure, with each requiring a different combination of services depending on the wants and needs of their clientele. This makes defining the murky world...

Targeting Family Offices: A Consultative Prospecting Methodology

The family office landscape is amid a profound transformation brought upon by a new generation of investors whose attitudes and expectations have been shaped by modern advances, volatile markets, and unforeseen global realities. As many...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

FINTRX - family office & registered investment advisor data provider - is becoming smarter and broader at a rate faster than ever. To showcase our growing plethora of data tools designed specifically for the asset-raising professional, we have...

Monthly Family Office Data Report May 2020

As the global family office landscape continues to evolve and diversify, the FINTRX data and research platform consistently grows alongside. With universal coverage on 2,848+ family offices, 11,061+ family office contacts and 11,742+ tracked...

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to...

Monthly Family Office Data Report April 2020

Designed to greatly enhance your capital raising efforts, the FINTRX family office data and research platform offers an inside look at the alternative investment industry and private capital markets. With complete coverage on 2,833+ family offices, ...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

Particularly in light of our current economic environment, it undoubtedly pays to have a highly efficient workflow. In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome,...

Navigating the Family Office Market: SFOs vs MFOs

To shed light on the private family office landscape, we have summarized several common questions to help clarify any underlying assumptions relating to single-family offices and multi-family offices.

FINTRX Family Office Data Report Q1 2020

FINTRX kicked off 2020 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. With that information, we constructed the Q1 2020 Family Office Data Report delivering key family...

How our Clients are Optimizing FINTRX with Customization

Universally, we are all trying to find ways to promote efficiency and best allocate the time we have to execute our roles and responsibilities in the office (or as of late - at home). The FINTRX solution delivers industry-leading family office...

Valuation is Now Even More Important in Alternative Investments

Current Client Spotlight  | Written by: James C. Row of  Entoro Capital

If private placement valuation was important and considered as an option in 2019, it has become a requirement in 2020. In fact, any alternative investment must undertake an...

New Release: FINTRX News Portal

FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a whole....

3 Ways our Clients are Utilizing FINTRX While Working Remotely

During these unpredictable and isolating times, there seems to be one constant that many of us are sharing - and that is the 'new normal' of suddenly working from home. With more time in front of the computer and the inability to travel, many of us...

FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise family office capital. Blending research, analytics and technology...

New Release: FINTRX Resource Library

A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. To help assist you in your capital raising efforts, FINTRX is eager to bring your attention to our newly refurbished Resource...

FINTRX 2020 Family Office Hedge Fund Activity Report

FINTRX is excited to share our 2020 Family Office Hedge Fund Activity Report. In this report, you will find an in-depth analysis into why hedge funds should target family office capital. The report provides a regional breakdown, family offices...

February 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into a single...

3 Recent Family Office Direct Investment Deals

Over the past few years, family offices around the world have increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest in transparency...

January 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we...

2019 FINTRX Family Office Data Review

With the new year already upon us, FINTRX constructed the 2019 FINTRX Family Office Data Review to reflect on various data trends that emerged within the alternative investment industry over the past year and how this evolving landscape helped shape...

FINTRX Family Office Industry Report Released | Part 1 of 3

We are excited to share part 1 of our 3 part Global Family Office Report, sponsored by Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office ecosystem.

December 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution, we...

How to Get the Most out of Family Office Conferences & Events

Conferences are a reality in the business world. Regardless of your profession, level of experience or the industry in which you work, networking events provide invaluable opportunities to enhance your career and personal growth. Given the...

November 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into...

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances makes finding commonalities in your family office network easier than ever before. Extensive family office data and research platforms such as FINTRX make it possible to discover unique similarities that in turn, drive...

5 Effective Ways to Tackle the Family Office Market

The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences,...

Why Family Offices Continue to Shift Towards Direct Investments

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct investment...

October 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into...

The Allure of Real Estate Investing for Family Offices

The real estate market is a favorable territory for family offices, individual investors, and institutional investors around the world. Utilizing our leading family office data and research tool, FINTRX continues to highlight family offices making...

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental,...

5 Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Using FINTRX, the leading family office data and research platform, which...

3 Challenges We Solve for Our Clients Targeting Family Offices

Like many companies, FINTRX evolved from a personal pain point - the inability to find updated, quality information on the private wealth and family office markets. Today, FINTRX is the result of years of client feedback, each looking for a better...

10 Reasons Why Family Offices Make Great Investors

Over the past thirty years or so, family offices have become the preeminent financial model for the ultra wealthy. This amassing of capital has resulted in the family office becoming an intricate player within the private capital markets. As the...

FINTRX Family Office Data Report Q3 2019

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from the quarter. Continue reading for an in-depth breakdown on how the Q3 unfolded within our...

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high net worth families and individuals around the...

FINTRX Welcomes Six New Team Members

FINTRX is excited to announce the recent hiring of six new team members - Amy Chang as Data Science Engineer, Vincent Xu as Data Science & Analytics Associate, Colin Aylward, Emma Kelly, and Steven LeBlanc as Business Development Analysts, in...

Single Family Office FAQs

Single family offices have rapidly advanced over the past several years, essentially reforming the way in which the ultra-wealthy manage and allocate their capital. Although this transformation continues to add value for high net-worth families and...