Private Wealth Research & Insights

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

FINTRX kicked off the first half of 2021 by adding and updating thousands of family office profiles and key contacts within our family office database. In continuing our mission to provide capital-raising professionals access to unparalleled family...

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,090+ family offices worldwide, we explore three family offices contributing to nonprofit organizations and...

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest...

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct...

Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of...

The registered investment advisor (RIA) market has experienced significant expansion over the last few years, with an estimated 35,000+ entities and 405,000+ contacts in operation today. RIAs continue to experience growth in nearly every metric,...