Private Wealth Research & Insights

In the registered investment advisor (RIA) industry, keeping tabs on employee movement is crucial for staying ahead of the competition and identifying potential leads. Whether you're a recruiter looking for top talent or a salesperson seeking new...

One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...

FINTRX, the preeminent Family Office & Registered Investment Advisor (RIA) Database, 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...

Direct investments have become increasingly common throughout the family office space - particularly in regard to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape,...

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities....

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have...

The family office space is an ever-evolving market requiring asset raising professionals to stay up-to-date on investment trends, market evolutions and how these private entities prefer to be communicated with. By adaptively learning the different...

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...