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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.

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. 

Leveraging Your Alumni Roots When Prospecting

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...

Best Practices for Relationship-Driven Industries

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...

FINTRX CEO Featured In Family Business Magazine

By: Maureen Milford
Original Source: Family Business Magazine

Private equity and strategic buyers aren’t the only ones courting family-owned businesses these days.

Family offices—the often discreet...

FINTRX Announces New Venture With Meyler Capital

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.