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
To shed light on the private family office landscape, we have summarized several common questions to help clarify any underlying assumptions relating to single-family offices and multi-family offices.
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformation continues to add value for high-net-worth families and individuals around the world, this maturation has added a new level of complexity to an already obscure space.
Take a deep dive into the unique differences between single and multi-family offices, plus best practices to tailor your approach in our latest 13-page white paper available to download below.
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, amongst 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, click below:
Visit the FINTRX Resource Library below for useful family office narratives, PDFs and guides to success.
May 07, 2020
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.