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August 2023 FINTRX Updates & Additions

Hello

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 FINTRX user experience. Here, we highlight the latest updates and additions that were made in August, along with recent data reports, blogs and information on the private wealth and investment industry.


 

FINTRX Product Updates & Additions

 

RIA Investment Committee Members   New Tag

Pinpoint RIA contacts that oversee & manage the investment portfolios for their firms.

+ Easily search & filter thousands of industry professionals to find key decision-makers.
+ Access personalized data on 40,000+ investment committee members.

RIA Investment committee members

 

 

TAMPs Used Data   New Tag

Seamlessly access data on the Turnkey Asset Management Programs utilized by individual RIAs.

+ Instantly pinpoint firms leveraging platforms such as Evestnet, SEI, Asset Mark & more.
+ Search thousands of firms by TAMPs used, and include TAMPs data in your custom lists & data exports.

turnkey asset management programs

 

 

Additional Native CRM Integrations   New Tag

Seamlessly integrate FINTRX family office, RIA & contact data directly with your existing workflows.

+ Leverage FINTRX data within Navatar, Jungo and Practifi CRM systems.
+ Streamline your prospecting with single-click migration of records & lists.

additional CRM integrations

 

 

Recent Industry News & Reports

 

Q2 2023 FINTRX Private Wealth Data Report

Explore activity and trends in the family office & registered investment advisor ecosystems throughout Q1 with insights on the most recent developments in the industry, plus information on additions & updates to FINTRX data points.

Screen Shot 2023-08-28 at 1.13.09 PM

Key insights included in the report:

  • + Updates to family office records and breakdown of new records added
    + Data on family office & RIA asset class interests and alternatives used, AUM, & geographical breakdown
    + Family office direct investment activity and trends
    + Additional insights on family office & RIA contacts as well as entity activities, fee structures, and more

Access the report >>

 

 

FINTRX Named to Inc.'s 5,000 Fastest-Growing Private Companies in America

"Our exponential growth is a testament to the talent and drive of our team, as well as our relentless focus on developing cutting-edge data and software products that solve real problems for our clients. It’s incredibly exciting, and all credit goes to our team for driving our mission forward every day."  Russ D'Argento, Founder & CEO of FINTRX

FINTRX Named to Inc.s 5,000 Fastest Growing Private Companies in America-1

 

 

Featured Blogs & Industry Thought Leadership



Enhance Your Investment Approach With the FINTRX RIA Database Solution

Enhance Your Investment Approach with the FINTRX RIA Database Solution

Read more >>

 

5 Family Offices Investing in Alternative Energy

5 Family Offices Investing in Alternative Energy

Read more >>

 

5 Family Offices Investing in Healthcare

5 Family Offices Investing in Healthcare

Read more >>

 

3 Family Offices Investing in Hospitality Companies

3 Family Offices Investing in Hospitality Companies

Read more >>

 

 

Check back in monthly for more FINTRX product updates, industry thought leadership pieces and valuable insights into the private wealth & investment data landscape!

- The FINTRX Product Marketing Team

 


FINTRX is a leading family office and RIA data intelligence platform that provides valuable insights and information to help users grow their businesses and connect with high-net-worth individuals and institutional investors. FINTRX data covers 3,800+ family offices, 20,000+ family office contacts, 40,000+ registered investment advisor entities and 850,000+ registered RIA reps.

We provide detailed profiles of each family office and RIA, including investment preferences, asset allocation, contact information and much more. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 70+ person research team as well as a team of experienced data scientists. Equipped with 375+ advanced search and filtering capabilities, FINTRX helps users get to the data they need faster than ever.

 

For an in-depth exploration of the FINTRX family office & RIA data platform, request a demo below.
REQUEST DEMO

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