New Release: Family Office Year Established
Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that...
In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake...
Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing competition and the increasing...
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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.
Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
In the world of private wealth, who you know—and what connects you—can make all the difference. Whether you're targeting a family office, a registered investment advisor (RIA), or a broker-dealer, leveraging personal affiliations like your alma...
In today’s fast-paced, tech-enabled world, cultivating a strong network is more essential—and more complex—than ever. This holds true across the private wealth space, where access, trust, and timely information drive opportunity. While conferences...
Private equity and strategic buyers aren’t the only ones courting family-owned businesses these days.
Family offices—the often discreet...
FINTRX, the leading private wealth intelligence platform, has announced a strategic partnership with Meyler Capital, a global investment marketing firm known for its creative approach to raising assets and building manager credibility.
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