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Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
From emerging leagues and performance venues to fan-engagement platforms and sports media infrastructure, the business of sports continues to attract long-term family office capital. These investors are backing scalable models that monetize...
BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today announced the expansion of its leadership team with two senior promotions and a key...
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. One of the most valuable and high-pressure parts of the event is Breakthru meetings:...
In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...
A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across direct deals and venture fund allocations, they target businesses with measurable traction, scalable...
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often...
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to long-term family expertise. When family offices do...
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells...
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting...
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