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
Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of growth, we have compiled a breakdown of all new and updated family office data from October 2022.
Throughout October, the FINTRX Data Research team added 63 new family offices, over 300 family office contacts and 280+ newly tracked investments to our private wealth dataset.
The following chart accounts for all newly added family offices added throughout October that disclosed their assets under management (AUM). A majority of new firms have assets between $2B - $5B, at 28%.
The chart below displays the geographical breakdown of all new family offices added throughout October. Of the newly added family office entities, 84% are domiciled in North America and Europe.
FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access, and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest and advisor growth signals, among other key data points.
Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more.
For an in-depth exploration of the FINTRX family office platform, request a demo below.
Visit the FINTRX Resource Library below for useful family office narratives, PDFs, and guides to success.
November 18, 2022
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.