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Private Wealth Research & Insights

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Family Offices

Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data

On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...

5 Family Offices Added to FINTRX in June 2025 That Asset Managers Should Know

The family office landscape continues to evolve, with new entities forming, mandates shifting, and wealth creators expanding their reach. For asset managers seeking to connect with the right capital sources, staying current with emerging...

Top 5 Largest Family Office Direct Deals of June 2025

Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate tech, and fintech unicorns. With valuations soaring and check sizes escalating, these...

Let FINTRX AI Plan Your Next Work Trip

In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake must yield results. Yet, too often, valuable hours...

CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean

For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for success. Clean data ensures that marketing and sales teams are reaching the right people,...

5 Family Offices Added to FINTRX in May 2025 That Asset Managers Should Know

As private wealth continues to expand and diversify, FINTRX remains at the forefront, adding new family offices to its global dataset almost daily. In May 2025 alone, dozens of new family offices surfaced through both new formations and...

5 Largest Family Office Direct Deals of May 2025

As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging 

The Future of Private Wealth Prospecting: Inside FINTRX AI

The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right...

Top Viewed Family Office Profiles on FINTRX – Q1 2025 Insights

The FINTRX platform consists of over 4,300 family offices, 25,000+ family office contacts, 40,000+ advisory firms, and over 760,000 registered reps. Thousands of financial professionals rely on FINTRX data intelligence daily to raise...

M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights

The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...