Prospecting into the Private Wealth Space: 5 Best Practices
Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substa…
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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Insights, updates, and best practices covering every corner of private wealth.
RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM
Leveraging FINTRX, the leader in AI-powered private wealth intelligence, we showcase distinct segments within the registered investment advisor (RIA) …
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Q2 2022 Family Office Data Report
Over the last few months, the family office landscape has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data P…
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Q2 2022 Registered Investment Advisor (RIA) Data Report
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q2 2022 Reg…
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5 Family Offices With Over 5B+ in AUM
With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can n…
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5 RIAs Active in ESG Investments
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry …
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5 Family Offices Investing in Software Development Companies
In utilizing the FINTRX Private Wealth Database, which provides insights into thousands of direct deal transactions made by 4,000+ family offices worl…
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Monthly Registered Investment Advisor (RIA) Data Report: May 2022
FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a h…
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Monthly Family Office Data Report: May 2022
Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office conta…
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3 Family Offices Investing in Financial Services Companies
Family offices continue to play an increasingly active role in direct private market investing, particularly within financial services. Leveraging FIN…
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