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 i..
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 i..
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 ...
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 ...
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 ...
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 technology arena. Specific sectors in the space include ...
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 industry...
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 today, businesses and high-net-worth individuals ...
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, it's no surprise investors follow their activity so ...
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 zone investments.
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 today, businesses and high-net-worth individuals ...
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 in regards to real estate, specifically highlighting the ...
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 cryptocurrency and blockchain spaces...
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 today, businesses and high-net-worth individuals ...
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 estate space.
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 of all single and multi-family office data compiled ...
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 today, businesses and high-net-worth individuals ...
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 have skyrocketed. Investing for social good has a rich history dating back thousands of years, as people have long invested based on their ...
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 five family offices directly investing in the renewable energy space...
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 today, businesses and high-net-worth individuals ...
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 renewable energy companies...
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 today, businesses and high-net-worth individuals ...
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, real estate and direct investments continued to gain ...
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 gas space.
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 today, businesses and high-net-worth individuals ...
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 partnership with Charles Schwab. In this report, you will ...
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 sciences space. Life sciences primarily includes ...
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 of all single and multi-family office data compiled ...
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 today, businesses and high net worth individuals ...
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 wealth groups. In utilizing the FINTRX platform, ...
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 today, businesses and high net worth individuals ...
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 wealth groups. In utilizing the FINTRX Buy-Side ...
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 pandemic, registered investment advisors are ...
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, as did the FINTRX platform. From January through ...
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 utilizing the FINTRX family office data and research ...
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 pandemic, registered investment advisors are ...
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 of all single and multi-family office data compiled ...
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 wealth groups. In utilizing the FINTRX Buy-Side ...
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 operations, RIAs throughout the United States are identifying ...
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 Buy-Side platform, which provides intel into ...
Despite unwavering volatility in the markets, 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 ...
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 office data compiled from October of 2020.
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 Buy-Side platform, which provides intel into ...
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 for advisors to demonstrate their true added ...
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 FINTRX Buy-Side platform, which provides details into ...
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 and 2015 an increase in the number of family offices, ...
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 Buy-Side platform, which provides intel into ...
Changing demographics and unforeseen global circumstances continue to influence the ways in which 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 to deliver key family office statistics, ...
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 these private wealth groups. In utilizing the FINTRX ...
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 the RIA channel, FINTRX offers insight and ...
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 2,900+ family offices worldwide. In utilizing the FINTRX Buy-Side Edition, which provides insight and analytics into ...
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 markets facing longer term volatility, many RIAs are ...
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 markets. In utilizing the FINTRX Buy-Side platform, ...
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 effort to shine light on the space, FINTRX provides a ...
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, but none more influential than the increased ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices around the world, we ...
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 office data and research provider, FINTRX takes a ...
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 office data compiled from August of 2020.
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 commonalities, an understanding of their goals and ...
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 strengthening internal operations, registered ...
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 insight and analytics into thousands of direct deal ...
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 industry and private capital markets. To showcase this ...
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. Fortunately, their adaptive nature makes them the ...
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, notable trends and further exploration of the ...
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 all impacted the way in which family offices manage ...
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 preferences and latest developments of family ...
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 stack in place to enable the entire fundraising ...
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, these groups are increasingly becoming the ...
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 business growth like they once did. However, as more ...
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 the number of these groups continue to broaden, so do their investment patterns and overall prominence in ...
The global family office landscape is in the midst of 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 asset raising professionals continue to try ...
The FINTRX family office data and research platform is becoming smarter and broader at a rate faster than ever before. To showcase our growing plethora of data tools designed specifically for the asset raising professional, we have rounded up 10 tips and tricks for utilizing our platform to the ...
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 investments, we have provided further insight into ...
As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at this cloudy landscape and provides the tools necessary for a smooth, productive and humanized outreach solution. Thanks to cutting-edge technology emerging in the market, such as the ...
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, 11,063+ family office contacts, and 11,386+ ...
As we round the corner into May 2020, the FINTRX team has been busy refining new product enhancements, enabling our users and putting together family office content that we hope you continue to find valuable. Our latest piece is surrounding the unique similarities and differences between the ...
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 FINTRX Q1 2020 Family Office Data Report to deliver key family office statistics, notable trends and ...
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. The FINTRX News Portal features a bookmarking tool, ...
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 into one solution, we have provided further ...
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 Library - where you can easily filter and search ...
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 investing in both hedge funds and impact investments, ...
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 solution, we have provided further analysis into ...
Over the past few years, family offices around the world have greatly increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest for transparency and control over their allocation of funds. ...
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 provided further analysis into the most prominent family ...
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 the FINTRX platform into what it is today. In an ...
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 provide further analysis into the many family office ...
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 traditional furtive nature of the private wealth ...
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 many family office data trends our research ...
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 stronger outreach processes. Building ...
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, individuals and funds targeting this wealth channel ...
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 opportunities to utilize the many advantages they ...
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 many family office data trends our research ...
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 direct investments in real estate ventures. This ...
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. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact ...
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 leading family office data and research platform ...
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 ecosystem of 2,573+ family offices, 10,452+ contacts, ...
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 world, this unparalleled expansion has added a new ...
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 addition to Sarah Wright who joins us as a Client ...
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 individuals around the world, this evolvement has ...
In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices worldwide, we uncover three family offices investing in blockchain technology and crypto related projects.
Family offices around the world are fueling the growth of the cannabis industry and this trend is likely to continue in the coming years. Oftentimes, single and multi-family offices seek opportunities to invest in new, upcoming markets that can offer outsized returns. To showcase this, FINTRX has ...
FINTRX is excited to announce that we have enhanced our family office Smart Search feature to provide a more efficient way of searching single and multi-family office data utilizing shortcuts and recent queries. We've provided further color on this new feature below.
With the first half of 2019 already in the books, we've constructed a comprehensive family office direct investment report that provides insight on the investing trends for the first half of the year. The information contained here, constructed from FINTRX-Buy-Side, provides useful data and ...
We sat down with Nisa Amoils to discuss a number of items within the technology and private wealth space. Nisa has been named one of Business Insider’s 30 Women in Venture Capital to Watch in 2018, and Top 100 women in Fintech in 2019 by LATTICE80. Nisa Amoils is a tech investor and has been a ...
The FINTRX Buy-Side data solution and prospecting tool tracks direct investments made by family offices into over 93 industries worldwide. As we continue to track the direct investment activity within the global family office space - via our FINTRX Buy-Side Platform - we’ve unpacked some further ...
FINTRX is excited to release a new feature within our family office data solution and prospecting tool that easily identifies the investors and contacts that already live on at least one of your personal lists. Read ahead for further insight...
