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Private Wealth Research & Insights

November '23 Family Office & RIA Monthly Data Report

Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...

2023 FINTRX Registered Investment Advisor (RIA) Regional Analysis

In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Investment Advisor (RIA) Regional Analysis. In this report, we break down the RIA landscape by...

Wirehouse vs. Aggregator Teams: Understanding Private Wealth Groups

The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cater to the current wealth management needs of individuals and institutions alike, private wealth...

October '23 Family Office & RIA Monthly Data Report

Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and ...

3 Ways FINTRX Boosts Workflow Efficiency

In today's fast-paced private wealth landscape, optimizing workflow efficiency is essential for staying ahead of the competition. Having access to reliable and updated information is imperative. However, the true power lies in your ability to...

FINTRX Private Wealth Group Data Launched

In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, we are proud to unveil our latest edition to the FINTRX Registered Investment Advisor (RIA) Platform: Private Wealth Groups. This new...

RIA Industry Spotlight: 5 Top Firms in the Southeast

To shine a light on the registered investment advisor landscape FINTRX Family Office & RIA Database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Southeast based on assets under management, employee count,...

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...

The Definitive Guide to Private Wealth Groups, Wirehouse & Aggregator Teams

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial...

FINTRX Private Wealth Data Report, Q3 2023

As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family...