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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.
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...
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...
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...
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...
Drawing on insights from FINTRX, the leader in AI-powered private wealth intelligence, our RIA Industry Spotlight series highlights the diverse firms shaping today’s independent advisory landscape. By leveraging FINTRX’s comprehensive Registered...
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...
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...
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