As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right...
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with countless fund providers, getting on an advisor’s calendar takes more than just...
If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into RIA investment strategies. That’s where SEC Form 13F filings become a game-changer. Filed...
In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and measurable approach to marketing. One of the most powerful and cost-effective channels to...
The FINTRX platform equips capital-raising professionals with powerful intelligence on thousands of institutional investors—including a deep and growing dataset on Endowments & Foundations (E&Fs). Each quarter, we analyze platform activity...
The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily to raise...
In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if you're relying on static spreadsheets, outdated CRM exports, or gut feel to build yours,...
The RIA and broker-dealer landscape remains highly dynamic, with major team moves, strategic acquisitions, and new firm launches continuing to reshape the competitive terrain. In this edition of our RIA & Broker-Dealer Roundup, FINTRX—the leading...
In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Generic pitches get ignored. The key to standing out? Precision prospecting—and timely,...
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are...
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...
For asset managers and fund distribution teams, accurate data is everything. While FINRA BrokerCheck is a helpful tool for verifying licensing and background information on financial professionals, it wasn’t built to drive sales, build...
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and...
The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...
The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial professionals rely on FINTRX every day for prospecting into RIAs, advisor M&A and...
The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In this March 2025 edition of our RIA & Broker Dealer Roundup series, FINTRX—the leading provider of...
Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their...
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to meet shifting market dynamics. The 2024 Family Office Data Report, powered by FINTRX data, offers...
Securing capital from family offices requires a strategic approach rooted in precision and efficiency. With the private wealth landscape evolving rapidly, fund managers and capital raisers must leverage cutting-edge tools to identify,...
The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern...
Recruiting top investment advisors is a challenge that requires both precision and efficiency. With the competitive landscape of wealth management and advisory services evolving rapidly, firms must leverage cutting-edge tools to gain a...
When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disposal. Building meaningful connections is key, but effectively leveraging those...
A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose, they must be successfully delivered to recipients' inboxes. High bounce rates and low...
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, and LinkedIn messages every day, making it difficult to break through the noise. However,...
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrations, including direct CRM and API feeds. By incorporating customized data feeds, FINTRX users...
Efficient data management is crucial for maintaining a competitive edge. FINTRX CRM integrations empower financial professionals by streamlining workflows, enhancing insights, and optimizing decision-making processes. Explore how these...
With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong network to secure the best talent—they need data-driven precision. That’s where FINTRX comes in. Our...
2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and...
In the fast-paced world of finance, time is money—and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or analyzing market shifts, having the right information at your fingertips can mean the...
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market trends to crafting highly personalized outreach, it delivers real-time insights tailored to...
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered...
BOSTON, MA – January 22, 2025 – FINTRX, the leading provider of private wealth data intelligence, today announces the launch of AI Analyst, a breakthrough solution reshaping how financial professionals discover insights, make data-informed...
FINTRX is thrilled to introduce AI Analyst—a groundbreaking suite of AI-powered tools designed to revolutionize how financial professionals leverage data. Seamlessly integrated into the FINTRX platform, AI Analyst delivers...
FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication to providing a best-in-class user experience in financial data intelligence is...
In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...
As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed firms to expand their reach and sharpen their...
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...
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...
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partnership with Source50 Summits, renowned for its high-impact networking events connecting allocators...
Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
Securing capital for your fund, real estate venture, or financial product demands more than a compelling pitch—it requires strategic connections with the right decision-makers. Endowments and foundations represent significant pools of capital, but...
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office...
FINTRX is proud to announce the addition of Endowments & Foundations to our industry-leading financial data intelligence platform, providing unparalleled access to these nonprofit entities. As key players in the investment landscape, these...
In today’s competitive financial landscape, the need for accurate and comprehensive data has never been more critical. For financial professionals, making informed decisions depends on choosing the right database—a choice that can...
Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their...
The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...
FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent...
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...
In the heart of the world's financial capital, New York's independent Registered Investment Advisors (RIAs) stand as titans of wealth management, shepherding billions in assets and shaping investment strategies for some of the world's most...
The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader in wealth management data intelligence, continues its monthly series 'RIA & Broker-Dealer...
In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns and tap into emerging market trends. Among these strategies, mixed-use properties have gained...
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...
In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize returns and capitalize on emerging market trends. As part of this strategy, many groups are turning...
Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...
The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA &...
In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, FINTRX is proud to offer best-in-class data on ETFs and equity portfolios within our industry-leading RIA & Broker Dealer...
FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along...
Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...
FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close...
In today's hyper-competitive financial landscape, securing top-tier talent can make or break an organization's success. As the competition for top talent heats up, more and more individuals are turning to innovative solutions to gain an edge in...
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE Stack have produced a comprehensive AI Industry Map to help firms better understand the...
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...
The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that garners increased attention is the commercial real estate sector, particularly hotel and motel...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...
The family office landscape continues to evolve, with investors seeking opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, particularly retail properties. Family offices are...
Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...
Welcome to our latest report, '40 Leading Advisory Teams Throughout the US by Region,' where we explore the remarkable achievements of private wealth advisory teams across the nation. From the Northeastern to the Western regions, each advisor...
The family office landscape continues to evolve, with savvy investors seeking emerging opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, as family offices leverage their...
Welcome to the fourth installment of our blog series, "Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West." In this final segment, FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout...
Family offices have increasingly focused on real estate, drawn by the sector's potential for steady long-term returns and portfolio diversification. Leveraging FINTRX - the premier family office and RIA database for asset-raisers - we spotlight...
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...
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...
Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...
FINTRX, the premier family office and registered investment advisor (RIA) data intelligence platform, is thrilled to unveil its latest industry report, 'A Deep Dive into the FINTRX Family Office Dataset'. This comprehensive analysis delves...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...
The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly...
The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast'. In this second installment of four,FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout the...
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...
In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...
The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region...
FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make...
LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...
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 illustrate...
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and customized approach to investment. Join us as we provide valuable insights into the current...
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in favor of UBS. Over the past year, there has been an accelerating transition in talent and client...
Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate transactions by family office investors, empowering users to easily access, drill into and...
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this segment, we delve into the intricate world of family office classification,...
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth,...
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...
Leveraging the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in companies with a strong focus on Environmental, Social and Governance (ESG) initiatives. With comprehensive and reliable data on thousands of...
Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data offerings, new integrations and groundbreaking data delivery methods, FINTRX users have never been...
FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution, and uncover strategic opportunities. By combining continuously updated data with intelligent...
FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, having access to accurate and up-to-date information is paramount, and making...
In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of advisors, fund managers, and broker-dealers is more than a routine task—it’s a strategic edge....
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, a game-changing resource that delves deep into the ever-evolving landscape of family...
FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a strategic advantage for clients and prospects, streamlining data management...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...
In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...
In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...
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...
We are excited to introduce FINTRX 360, an innovative LinkedIn plugin designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and registered...
Russ D'Argento, Founder and CEO of FINTRX, was featured on the 'Internal Use Only' Podcast to discuss his journey from a personal pain point of raising capital in the private wealth space to building a highly successful data intelligence platform,...
At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bios to our private wealth data...
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 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 today's fast-paced wealth management landscape, optimizing workflow efficiency is essential for staying ahead of the competition. Having access to reliable and updated information is imperative. However, the true power lies in your ability to...
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,...
Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...
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...
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...
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...
As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...
Fueled by data from the FINTRX Private Wealth Data Platform, which provides intel into thousands of direct deal transactions made by over 3,700+ family offices worldwide, we highlight five family offices making investments in the healthcare industry.
We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...
In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in private retail companies. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices...
We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...
The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...
In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...
In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...
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 May 2023. This report offers an...
At FINTRX, we understand that every investor has unique needs and preferences when it comes to identifying investment opportunities. That's why our data platform is designed to be highly customizable, allowing users to tailor their searches and...
In today's complex and ever-changing investment landscape, making data-driven investment decisions has become increasingly important. FINTRX - the leader in family office & registered investment advisor (RIA) data intelligence - plays a critical...
The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. With substantial capital at their disposal, family offices have sought to diversify their...
Family offices are emerging as an increasingly popular choice for high-net-worth individuals, and for good reason. The comprehensive, tailor-made services these entities offer, encompassing investment management, tax planning, philanthropy, estate...
In today’s fast-moving private wealth landscape, staying ahead of the curve is critical for investment professionals looking to raise capital effectively. Yet with an overwhelming volume of data and a constantly evolving investor ecosystem, knowing...
As the number of high-net-worth individuals continues to increase globally, the demand for family offices has grown significantly. With the growing prominence of family offices, identifying key global centers where wealth is managed has become...
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Below,...
We are proud to present our most recent report, focusing on 25 single-family offices across the United States, all of which are managed and led by women. This examination stands as a testament to the comprehensive research carried out by the FINTRX...
FINTRX CRM integrations provide a strategic advantage by simplifying data management and providing comprehensive insights into the family office and RIA sectors. Aimed at optimizing workflows and improving decision-making processes, FINTRX...
Family offices have emerged as an attractive option for high-net-worth individuals (HNWIs) seeking tailored investment advice and management due to their ability to provide customized investment strategies based on the unique needs, goals...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for April...
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. Here,...
As the landscape of wealth management evolves, the demand for comprehensive and tailored financial solutions is on the rise. Here, we'll dive into the dynamic realm of multi-family offices (MFOs) and uncover how they are revolutionizing the...
We are pleased to present our report on 25 of the most powerful women leading the Hedge Fund industry in the United States. Compiled using FINTRX proprietary data, our report offers a unique window into the industry and showcases some of the...
As the leading private wealth intelligence data solution, FINTRX is excited to release the Q1 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...
As a financial professional, finding new clients is a critical component of business growth and success. With ever-increasing competition and a changing industry landscape, it can be challenging to identify and engage with high-value...
Alternative assets are often considered a valuable addition to traditional investment portfolios due to their non-traditional nature and potential for high returns. However, asset-raising professionals often face unique challenges when it comes to...
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. Here,...
As a leading family office and registered investment advisor (RIA) data intelligence solution, FINTRX provides users with real-time data on thousands of family offices, RIAs and private wealth contacts. Given the extensive capabilities of our...
With 2023 well underway, it's essential to recognize the key trends shaping the family office and RIA ecosystem, enabling these professionals to better serve their clients and remain competitive. This blog will delve into the most impactful...
Emerging markets have become increasingly popular among investors seeking high growth and diversification opportunities. These markets, which include regions such as Asia, Africa, and Latin America, offer the potential for higher returns compared to...
The registered investment advisor (RIA) ecosystem is a complex and ever-evolving landscape that plays an increasingly important role in the wealth management industry. Whether you're a financial professional looking to start your own investment...
When it comes to managing wealth and investments for high-net-worth individuals, two of the most popular options are family offices and registered investment advisors (RIAs). Both offer personalized investment advice and management, but there are...
In today’s fast-moving private wealth landscape, successful capital raising depends on having access to accurate, actionable data. FINTRX, the leading family office and RIA intelligence platform, equips asset-raising professionals with the tools...
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...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February...
As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make informed investment decisions and connect with potential investors. However, with a vast array of...
Registered Investment Advisors (RIAs) and Broker Dealers (BDs) play pivotal roles in helping individuals navigate the complex world of finance. While their functions may differ, both are essential in providing expert guidance tailored to your...
In the competitive world of Registered Investment Advisors (RIAs), tracking rep movement isn’t just useful—it’s a strategic advantage. Whether you’re a recruiter sourcing top talent or a salesperson identifying new opportunities, understanding where...
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...
One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors seek investment options that align with their values and support responsible business practices....
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformation continues to add value for high-net-worth families and individuals around the world, this...
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January...
Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with successful business leaders, investors and entrepreneurs. In this episode, D'Argento takes us on his...
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising professionals compare and evaluate different financial advisors and institutions based on factors...
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO ofFINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of financial advisors, you can have access to a wealth of information to help you make informed...
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...
Navigating the ever-changing financial industry can be challenging. With the market in constant flux, new regulations emerging, and clients facing increasingly complex financial needs, independent financial advisors must stay informed,...
In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...
Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their money through these firms rather than traditional financial institutions. But what is driving the...
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...
A look back at some of the most significant data and product additions and enhancements that we made in 2022!
Each month, FINTRX - Family Office & Registered Investment Advisor 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 growth, we have...
FINTRX - Family Office & Registered Investment Advisor (RIA) Database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the investment advisory landscape for November 2022. Explore...
FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best-in-class private wealth data intelligence to your mobile device.
In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...
Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q3, our data set grew to include 3,450+ family offices, 19,300+ decision-makers and ...
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...
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q3 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...
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