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May 2023 FINTRX Updates & Additions

Hello

We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Below, we highlight the product updates and additions from May, along with recent data reports, blogs and information pertaining to the private wealth and investment industry.


 

FINTRX Product Updates & Additions

 

Custodian Data Tracking & Exporting   Untitled design-3

Leverage enhanced access to qualified custodian data platform-wide.

+ Easily track changes to custodians used for firms within your lists.
+ Instantly download SMA asset custody information with custom data exports.

Custodian Data Tracking & Exporting

 

 

Improved CRM Integration Functionality   Enhancement Tag

Continue to leverage seamless FINTRX data integration with your CRM systems with single-click migrations.

improved fintrx crm functionality

 

Bonus: Read more about how FINTRX integrations help you streamline your work processes here >>

fintrx integrations: streamlining your workflow and boosting efficiency

 

 

Enhanced RIA Firm Classifications   Enhancement Tag

Utilize improved RIA classifications to easily drill down into and segment entities by firm type.

fintrx ria firm classifications

 

 

Recent Industry Reports & Spotlights

 

25 Women-Led Single Family Offices

Discover 25 US-based single family offices and the influential women responsible for driving their growth and success.

25 women-led single family offices

Key Takeaways:

+ Of the 25 women highlighted, 7 of them founded, co-founded, or are the source of wealth for their respective family office.
+ 19 of these women are C-suite executives, with 11 serving as CIO and 9 as CEO.
+ The most common industries of wealth origin for these family offices include real estate, technology, oil & gas, and food & beverage.
+ These women represent some of the most notable individuals and families such as Sergey Brin, Oprah Winfrey, and the Hershey & Heinz families.

Access the report >>

 

 

25 Women Leading the Hedge Fund Industry in the United States

Explore our list of 25 top-performing hedge funds and the powerful female leaders behind them who have made a significant impact on the US investment industry.

25 Women Leading the Hedge Fund Industry in the United States

Key Takeaways:

+ The total AUM of the featured hedge funds ranges from roughly $127M to $48.7B, with a median AUM of about $595M.
+ While these hedge funds utilize a variety of different strategies, most specialize in Long-Short Equity strategies.
+ Many of these firms are active in innovative and disruptive investments including technology, media, and healthcare companies as well as progressive companies in the ESG space.
+ Of the 25 women featured, 17 of them either founded or co-founded their respective firms, and 12 of these women are C-suite executives.

Access the report >>

 

 

Featured Blogs & Thought Leadership

  •  

Maximizing Wealth: Top Family Office Investment Strategies for HNWIs

Maximizing Wealth: Top Family Office Investment Strategies for HNWIs

Read more >>

 

The Multi-Family Office Model: How It Differs from Traditional Family Offices

The Multi-Family Office Model: How It Differs from Traditional Family Offices

Read more >>

 

Single Family Office FAQs

Single Family Office FAQs

Read more >>

 

Multi-Family Office FAQs

multi-family office faqs

Read more >>

 

 

Check back in monthly for more FINTRX product updates, industry thought leadership pieces and valuable insights into the private wealth & investment data landscape!

 

- The FINTRX Product Marketing Team


FINTRX is a leading family office and RIA data intelligence platform that provides valuable insights and information to help users grow their businesses and connect with high-net-worth individuals and institutional investors. FINTRX data covers 3,700+ family offices, 20,000+ family office contacts, 40,000+ registered investment advisor entities and 850,000+ registered RIA reps.

We provide detailed profiles of each family office and RIA, including investment preferences, asset allocation, contact information and much more. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 70+ person research team as well as a team of experienced data scientists. Equipped with 375+ advanced search and filtering capabilities, FINTRX helps users get to the data they need faster than ever.

 

For an in-depth exploration of the FINTRX family office & RIA data platform, request a demo below.
REQUEST DEMO

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