Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
NEWS AND INSIGHTS FROM FINTRX
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 ecosystem. The research contained within has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditional small-sample survey data. As a result, we can share for the very first time, detailed insights into this impactful and previously opaque family office sector.
FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access & map the global private wealth ecosystem. FINTRX data intelligence covers nearly 4,000+ family offices, 21,000+ family office contacts, 40,000+ registered investment advisor entities, and 750,000+ registered reps. Data for every record within FINTRX is pooled from 10+ public & private sources.
Equipped with 375+ search filters and numerous customization options, FINTRX allows you to seamlessly track where family office & investment advisor capital is flowing, uncover allocation trends, break down investments by sector & size, understand future investment plans and much more.