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…
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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How Financial Professionals Use FINTRX Data
FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution…
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AI Search by FINTRX: Revolutionizing Private Wealth Data Access
FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, h…
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How FINTRX Simplifies Stock & ETF Tracking & Research
In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of…
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2023 FINTRX Private Wealth Data Report
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, …
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FINTRX Launches Microsoft Dynamics CRM Integration
FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a s…
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2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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