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Private Wealth Research & Insights

Posts by

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.

3 Family Offices Investing in Technology Companies

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, which provides intel into thousands of direct deal transactions made by 4,000+ family...

3 Largest Registered Investment Advisors (RIAs) in Vermont

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...

3 Family Offices Investing in Fitness & Health Companies

Family offices are taking a more hands-on approach than ever, fueling growth through direct investments across emerging sectors. Leveraging insights from FINTRX, the leading AI-powered wealth intelligence platform that tracks thousands of deals made...

3 Family Offices Investing in Automotive Companies

Direct investment opportunities are more accessible than ever—and family offices are playing a central role in driving this trend forward. Leveraging FINTRX data, which offers insight into thousands of direct deal transactions made by over 4,300...

Registered Investment Advisor Snapshot: June 2021

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,...

3 Largest Registered Investment Advisors (RIAs) in Georgia

Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and...

Family Offices Directly Investing in Multifamily Residential Properties

With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many...

3 Family Offices Investing in Pharmaceutical Companies

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

3 Largest Registered Investment Advisors (RIAs) in South Carolina

Registered investment advisors (RIAs) are experiencing unprecedented growth, with record highs in firm count, employment, client demand, and assets under management. As the RIA channel continues to gain momentum nationwide, South Carolina has...

3 Largest Registered Investment Advisors (RIAs) in North Carolina

Registered investment advisors continue to experience growth in nearly every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...