Skip to content
Datasets
↳
Family Offices
4,600+ verified single & multi-family offices
↳
Registered Investment Advisors
End-to-end RIA firm & rep intelligence
↳
Broker-Dealers
Firms, branches, and registered reps
↳
Wealth Teams
Teams inside wirehouses & aggregators
↳
Banks & Trusts
1,900+ institutions with trust powers
↳
Endowments & Foundations
Institutional pools, allocations & decision-makers
↳
Direct Investments
Deals, real estate & private placements
↳
Stock & ETF Holdings
Advisor portfolios built from 13F data
Solutions
↳
Asset Managers & ETF Issuers
Place product with advisors who allocate
↳
Alternative Fund Managers
Reach family offices before the round closes
↳
Recruiters & RIA Aggregators
Track movement, recruit ahead of the market
↳
FinTech & Services Providers
Fill pipeline with qualified wealth prospects
Platform
↳
Meet Fin | FINTRX AI Agent
Connect FINTRX with Slack, Teams, email, and your calendar
↳
FINTRX AI
Ask the ecosystem anything, in plain English
↳
AI Integrations | FINTRX MCP
Integrate with Claude, ChatGPT, Perplexity, Gemini & Copilot
↳
CRM Integrations
Salesforce, HubSpot, Dynamics & more
↳
API & Data Feeds
Pipe intelligence into your own stack
Resources
↳
FINTRX Research
Reports & white papers on private wealth
↳
Blog
The latest insights, news, and best practices
↳
Case Studies
How teams win with FINTRX
↳
Testimonials
Hear directly from our clients
↳
Press & Media
See FINTRX coverage across the industry
↳
About FINTRX
The company behind the coverage
↳
Our Team
Meet the people behind FINTRX
↳
Careers
Build the future of private wealth intelligence
↳
Our Data Process
How FINTRX collects, verifies & refreshes intelligence
Log in
Request a Trial
→
Family Office Investment Activity Report: Q3 2026
Open the interactive report
→
✕
Request a trial
See FINTRX in action
By submitting you agree to the
privacy policy
.
