Why More Financial Advisors are Shifting to Independent Firms
In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independ…
Read insight →Renae Hatcher
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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RIA Industry Spotlight: 3 Women-Owned Firms with $1B+ in AUM
Drawing on insights from FINTRX, the leader in AI-powered private wealth intelligence, our RIA Industry Spotlight series highlights the diverse firms …
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August '23 Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report…
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Enhance Your Investment Approach with the FINTRX RIA Database Solution
In today's rapidly evolving financial landscape, data has become an invaluable asset for individuals seeking to enhance their investment approaches. A…
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FINTRX Named to Inc.'s 5,000 Fastest Growing Private Companies in America
Boston, MA -- FINTRX has been named to Inc. Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 …
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FINTRX Private Wealth Data Report, '23 Q2
As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides…
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5 Family Offices Investing in Real Estate
We continue to spotlight the alternative wealth landscape by delivering in-depth analysis of family office investment activity. Powered by FINTRX data…
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5 Family Offices Investing in Internet & Software Companies
In utilizing the FINTRX, which provides intel on thousands of direct deal transactions made by over 4,300+ family offices worldwide, we shine a spotli…
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5 Family Offices Investing in Biotechnology Companies
In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices…
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May '23 Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report…
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