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FINTRX Family Office Industry Report Released | Part 1 of 3


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.

Download the Report

FINTRX 2020 Global Family Office Report - Sponsored by Charles Schwab

Download part 1 (single page)

FINTRX Overview

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.

FINTRX CTA-Jan-09-2024-10-30-56-9511-PM

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.

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