Exploring Real Estate Investment Trends Among Family Offices
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and cust…
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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.
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Insights, updates, and best practices covering every corner of private wealth.
Notable Rep Movement: UBS Capitalizes on Departures from Merrill Lynch
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in fa…
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FINTRX Global Family Office Report Part 5 | Sponsored By Charles Schwab
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charl…
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January '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers a…
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Understanding the FINTRX RIA Data & Family Office Intelligence Platform
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 sif…
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5 Family Offices Investing in ESG Initiatives
Leveraging the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in companies with a strong focus on Environmen…
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How Financial Professionals Use FINTRX Data
FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution…
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How FINTRX Simplifies Stock & ETF Tracking & Research
In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of…
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2023 FINTRX Private Wealth Data Report
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, …
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2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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