February '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision…
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What's New at FINTRX | February 2024
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligen…
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Exploring Real Estate Investment Trends Among Family Offices
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and cust…
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Notable Rep Movement: UBS Capitalizes on Departures from Merrill Lynch
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in fa…
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FINTRX Releases Family Office Real Estate Investment Data
Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate trans…
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FINTRX Global Family Office Report Part 5 | Sponsored By Charles Schwab
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charl…
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January '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers a…
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Understanding the FINTRX RIA Data & Family Office Intelligence Platform
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sif…
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5 Family Offices Investing in ESG Initiatives
Leveraging the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in companies with a strong focus on Environmen…
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FINTRX 2023 Product & Data Year in Review
Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data…
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