In the competitive world of Registered Investment Advisors (RIAs), tracking rep movement isn’t just useful—it’s a strategic advantage. Whether you’re a recruiter sourcing top talent or a salesperson identifying new opportunities, understanding where...

The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...

One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...

Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...

The family office market has evolved into one of the most influential and complex segments of the global wealth ecosystem. Every family office is unique in structure, services, and investment focus, but they all share one common goal: to preserve...

FINTRX is thrilled to share part one of our three-part Global Family Office Report, in partnership with Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office...

The shift toward direct investing within the family office ecosystem shows no sign of slowing down. The once passive, fund-heavy family office has evolved into a more sophisticated and entrepreneurial force in the private capital markets. This...

FINTRX Buy-Side Has Arrived!

The family office landscape is a forever moving target. The rapid growth trend of newly minted family offices has certainly kept us busy here at FINTRX. With each passing day we continue to keep our pulse on the family office echo system and its...