FINTRX Insider https://www.fintrx.com/blog FINTRX family office blog - family office news, trends, and recent family office investment news pulled from our leading family office database en Wed, 30 Nov 2022 19:34:12 GMT 2022-11-30T19:34:12Z en Q3 2022 FINTRX Private Wealth Data Report https://www.fintrx.com/blog/q3-2022-fintrx-private-wealth-data-report <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/q3-2022-fintrx-private-wealth-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/Q3%202022%20FINTRX%20Private%20Wealth%20Data%20Report-1.png" alt="Q3 2022 FINTRX Private Wealth Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>In an effort to shine a light o</span>n the Family Office &amp; Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the <span style="color: #224edf;">Q3 2022 Private Wealth Data Report</span> to provide a high-level synopsis of the private capital markets for Q3. This 21-page report offers an inside look at all FINTRX platform updates and additions made throughout the quarter, as well as metrics such as assets under management, alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, direct transactions and much more.&nbsp;</p> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/q3-2022-fintrx-private-wealth-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/Q3%202022%20FINTRX%20Private%20Wealth%20Data%20Report-1.png" alt="Q3 2022 FINTRX Private Wealth Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>In an effort to shine a light o</span>n the Family Office &amp; Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the <span style="color: #224edf;">Q3 2022 Private Wealth Data Report</span> to provide a high-level synopsis of the private capital markets for Q3. This 21-page report offers an inside look at all FINTRX platform updates and additions made throughout the quarter, as well as metrics such as assets under management, alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, direct transactions and much more.&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Fq3-2022-fintrx-private-wealth-data-report&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Family Offices Featured Reports RIA Wed, 30 Nov 2022 19:02:51 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/q3-2022-fintrx-private-wealth-data-report 2022-11-30T19:02:51Z Q3 2022 FINTRX Family Office Data Report https://www.fintrx.com/blog/q3-2022-fintrx-family-office-data-report <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/q3-2022-fintrx-family-office-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/Q3%202022%20Family%20Office%20Data%20Report-1.png" alt="Q3 2022 FINTRX Family Office Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office &amp; RIA Data Platform. Throughout Q3, our data set grew to include<span><span style="color: #224edf;"> 3,450+</span> family offices, <span style="color: #224edf;">19,300+</span> decision-makers and <span style="color: #224edf;">24,000+</span> tracked investments, among several other updates and additions. </span>Continue reading for a full breakdown of all new and updated family office data throughout Q3 2022...</p> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/q3-2022-fintrx-family-office-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/Q3%202022%20Family%20Office%20Data%20Report-1.png" alt="Q3 2022 FINTRX Family Office Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office &amp; RIA Data Platform. Throughout Q3, our data set grew to include<span><span style="color: #224edf;"> 3,450+</span> family offices, <span style="color: #224edf;">19,300+</span> decision-makers and <span style="color: #224edf;">24,000+</span> tracked investments, among several other updates and additions. </span>Continue reading for a full breakdown of all new and updated family office data throughout Q3 2022...</p> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Fq3-2022-fintrx-family-office-data-report&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Family Offices Featured Reports Mon, 21 Nov 2022 21:59:39 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/q3-2022-fintrx-family-office-data-report 2022-11-21T21:59:39Z FINTRX Monthly Family Office Data Report: October 2022 https://www.fintrx.com/blog/fintrx-monthly-family-office-data-report-october-2022 <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-monthly-family-office-data-report-october-2022" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/October%202022%20FINTRX%20Family%20Office%20Data%20Report.png" alt="FINTRX Monthly Family Office Data Report: October 2022" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Each month, the <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/" style="text-decoration: underline; color: #7d2ae8;">FINTRX Family Office and Registered Investment Advisor (RIA) Platform</a></span> adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of growth, we have compiled a breakdown of all new and updated <span style="color: #224edf;"><span style="color: #111a36;">family office data from</span> October 2022.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-monthly-family-office-data-report-october-2022" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/October%202022%20FINTRX%20Family%20Office%20Data%20Report.png" alt="FINTRX Monthly Family Office Data Report: October 2022" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Each month, the <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/" style="text-decoration: underline; color: #7d2ae8;">FINTRX Family Office and Registered Investment Advisor (RIA) Platform</a></span> adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of growth, we have compiled a breakdown of all new and updated <span style="color: #224edf;"><span style="color: #111a36;">family office data from</span> October 2022.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Ffintrx-monthly-family-office-data-report-october-2022&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Family Offices Featured Reports Fri, 18 Nov 2022 21:42:55 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/fintrx-monthly-family-office-data-report-october-2022 2022-11-18T21:42:55Z FINTRX Q3 2022 Registered Investment Advisor (RIA) Data Report https://www.fintrx.com/blog/fintrx-q3-2022-registered-investment-advisor-ria-data-report <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-q3-2022-registered-investment-advisor-ria-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/FINTRX_Q3%202022%20Registered%20Investment%20Advisor%20Data%20Report.png" alt="FINTRX Q3 2022 Registered Investment Advisor (RIA) Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>To shine a light on th</span>e Registered Investment Advisor (RIA) landscape, FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/family-office-data" style="text-decoration: underline; color: #7d2ae8;">Family Office</a></span> and <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/registered-investment-advisor-database" style="text-decoration: underline; color: #7d2ae8;">RIA Database</a></span> provider - has compiled the <span style="color: #224edf;">Q3 2022 Registered Investment Advisor (RIA) Data Report</span> to provide a high-level synopsis of the investment advisory landscape for Q3.<span> Explore metrics such as total registered firms, alternatives used, assets under management, representative breakdown, services provided, geographic breakdown, and more.&nbsp;</span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-q3-2022-registered-investment-advisor-ria-data-report" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/FINTRX_Q3%202022%20Registered%20Investment%20Advisor%20Data%20Report.png" alt="FINTRX Q3 2022 Registered Investment Advisor (RIA) Data Report" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>To shine a light on th</span>e Registered Investment Advisor (RIA) landscape, FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/family-office-data" style="text-decoration: underline; color: #7d2ae8;">Family Office</a></span> and <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/registered-investment-advisor-database" style="text-decoration: underline; color: #7d2ae8;">RIA Database</a></span> provider - has compiled the <span style="color: #224edf;">Q3 2022 Registered Investment Advisor (RIA) Data Report</span> to provide a high-level synopsis of the investment advisory landscape for Q3.<span> Explore metrics such as total registered firms, alternatives used, assets under management, representative breakdown, services provided, geographic breakdown, and more.&nbsp;</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Ffintrx-q3-2022-registered-investment-advisor-ria-data-report&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Featured Reports RIA Fri, 21 Oct 2022 20:30:51 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/fintrx-q3-2022-registered-investment-advisor-ria-data-report 2022-10-21T20:30:51Z 10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market https://www.fintrx.com/blog/10-ways-to-utilize-fintrx-to-better-access-the-family-office-registered-investment-advisor-market <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/10-ways-to-utilize-fintrx-to-better-access-the-family-office-registered-investment-advisor-market" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/10%20Ways%20to%20Utilize%20FINTRX%20to%20Better%20Access%20the%20Family%20Office%20%26%20RIA%20Market.png" alt="10 Ways to Utilize FINTRX to Better Access the Family Office &amp; Registered Investment Advisor Market" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/monitor-family-office-ria-investment-activity" style="text-decoration: underline; color: #7d2ae8;">Family Office &amp; Registered Investment Advisor (RIA) Database</a></span> - offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools designed specifically for the asset-raising professional, we have rounded up <span style="color: #224edf;">10 Ways to Utilize FINTRX to Better Access the Family Office &amp; RIA Market</span>.&nbsp;Explore prospecting strategies, tools for on-the-go use cases, and tips to ensure not only a streamlined experience but a successful outcome.&nbsp;</p> <div></div> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/10-ways-to-utilize-fintrx-to-better-access-the-family-office-registered-investment-advisor-market" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/10%20Ways%20to%20Utilize%20FINTRX%20to%20Better%20Access%20the%20Family%20Office%20%26%20RIA%20Market.png" alt="10 Ways to Utilize FINTRX to Better Access the Family Office &amp; Registered Investment Advisor Market" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/monitor-family-office-ria-investment-activity" style="text-decoration: underline; color: #7d2ae8;">Family Office &amp; Registered Investment Advisor (RIA) Database</a></span> - offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools designed specifically for the asset-raising professional, we have rounded up <span style="color: #224edf;">10 Ways to Utilize FINTRX to Better Access the Family Office &amp; RIA Market</span>.&nbsp;Explore prospecting strategies, tools for on-the-go use cases, and tips to ensure not only a streamlined experience but a successful outcome.&nbsp;</p> <div></div> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2F10-ways-to-utilize-fintrx-to-better-access-the-family-office-registered-investment-advisor-market&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Family Offices Featured Best Practices RIA Wed, 21 Sep 2022 18:21:52 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/10-ways-to-utilize-fintrx-to-better-access-the-family-office-registered-investment-advisor-market 2022-09-21T18:21:52Z FINTRX Monthly Registered Investment Advisor (RIA) Data Report: August 2022 https://www.fintrx.com/blog/fintrx-monthly-registered-investment-advisor-ria-data-report-august-2022 <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-monthly-registered-investment-advisor-ria-data-report-august-2022" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/FINTRX_Monthly%20RIA%20Data%20Report_August%2022.png" alt="FINTRX Monthly Registered Investment Advisor (RIA) Data Report: August 2022" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/" style="text-decoration: underline; color: #7d2ae8;">Family Office &amp; RIA Database</a></span> provider - has compiled the <span style="color: #224edf;">Monthly Registered Investment Advisor (RIA) Data Report</span> to provide a high-level synopsis of the investment advisory landscape for<span style="color: #224edf;"> August 2022</span>.<span> Explore newly added registered entities and contacts, alternatives used, assets under management, services provided and more...</span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/fintrx-monthly-registered-investment-advisor-ria-data-report-august-2022" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/FINTRX_Monthly%20RIA%20Data%20Report_August%2022.png" alt="FINTRX Monthly Registered Investment Advisor (RIA) Data Report: August 2022" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>FINTRX - <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/" style="text-decoration: underline; color: #7d2ae8;">Family Office &amp; RIA Database</a></span> provider - has compiled the <span style="color: #224edf;">Monthly Registered Investment Advisor (RIA) Data Report</span> to provide a high-level synopsis of the investment advisory landscape for<span style="color: #224edf;"> August 2022</span>.<span> Explore newly added registered entities and contacts, alternatives used, assets under management, services provided and more...</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Ffintrx-monthly-registered-investment-advisor-ria-data-report-august-2022&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Featured Reports RIA Fri, 09 Sep 2022 15:39:15 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/fintrx-monthly-registered-investment-advisor-ria-data-report-august-2022 2022-09-09T15:39:15Z Prospecting into the Private Wealth Space: 5 Best Practices https://www.fintrx.com/blog/prospecting-into-the-private-wealth-space-5-best-practices <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/prospecting-into-the-private-wealth-space-5-best-practices" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/5%20Best%20Practices%20Prospecting%20into%20the%20Private%20Wealth%20Space.png" alt="Prospecting into the Private Wealth Space: 5 Best Practices" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div> <p>Private wealth management firms such as <span style="color: #224edf;">family offices</span> and <span style="color: #224edf;">registered investment advisors (RIAs)</span> aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you successfully establish a relationship with a private wealth group, that partnership is likely to pay off for many years down the road. But it takes strategic guidance and proper communication to reap the benefits. <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/family-office-ria-market-intelligence" style="text-decoration: underline; color: #7d2ae8;">FINTRX</a></span> - family office &amp; registered investment advisor (RIA) data provider - outlines <span style="color: #224edf;">five best practices</span> for prospecting into the private wealth landscape.&nbsp;</p> </div> <div class="hs-featured-image-wrapper"> <a href="https://www.fintrx.com/blog/prospecting-into-the-private-wealth-space-5-best-practices" title="" class="hs-featured-image-link"> <img src="https://www.fintrx.com/hubfs/5%20Best%20Practices%20Prospecting%20into%20the%20Private%20Wealth%20Space.png" alt="Prospecting into the Private Wealth Space: 5 Best Practices" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div> <p>Private wealth management firms such as <span style="color: #224edf;">family offices</span> and <span style="color: #224edf;">registered investment advisors (RIAs)</span> aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you successfully establish a relationship with a private wealth group, that partnership is likely to pay off for many years down the road. But it takes strategic guidance and proper communication to reap the benefits. <span style="color: #7d2ae8;"><a href="https://www.fintrx.com/family-office-ria-market-intelligence" style="text-decoration: underline; color: #7d2ae8;">FINTRX</a></span> - family office &amp; registered investment advisor (RIA) data provider - outlines <span style="color: #224edf;">five best practices</span> for prospecting into the private wealth landscape.&nbsp;</p> </div> <img src="https://track.hubspot.com/__ptq.gif?a=1916834&amp;k=14&amp;r=https%3A%2F%2Fwww.fintrx.com%2Fblog%2Fprospecting-into-the-private-wealth-space-5-best-practices&amp;bu=https%253A%252F%252Fwww.fintrx.com%252Fblog&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Family Offices Industry Trends Featured Best Practices Wed, 31 Aug 2022 18:37:47 GMT renae.hatcher@capitalhedge.net (Renae Hatcher) https://www.fintrx.com/blog/prospecting-into-the-private-wealth-space-5-best-practices 2022-08-31T18:37:47Z