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…
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.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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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…
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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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