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Private Wealth Research & Insights

Posts about:

Family Offices

FINTRX Family Office & RIA Data Report, '22 Q4

In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...

Monthly Family Office Data Report: November 2022

Each month, FINTRX - Family Office & Registered Investment Advisor Platform 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...

Q3 2022 Private Wealth Data Report

In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...

Q3 2022 Family Office Data Report

Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q3, our data set grew to include 3,450+ family offices, 19,300+ decision-makers and ...

Monthly Family Office Data Report: October 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market

FINTRX - 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 data tools...

Prospecting into the Private Wealth Space: 5 Best Practices

Private wealth management firms such as family offices and registered investment advisors (RIAs) 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...

Q2 2022 Family Office Data Report

Over the last few months, the family office landscape has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q2, our data set grew to include 3,350+ family offices, 19,000+ decision-makers,...

5 Family Offices With Over 5B+ in AUM

With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can now identify suitable prospects across 3,300+ family offices and 38,000+ RIA firms worldwide. In utilizing...