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Private Wealth Research & Insights

Posts about:

Family Offices

How to Target Family Offices with Precision Using FINTRX

Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capital is actually deployed. With FINTRX, teams gain structured visibility into allocation...

2025 FINTRX Family Office Industry Report

Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform over the past year, offering a data-backed view...

10 Reasons Asset Managers & ETF Issuers Rely on FINTRX in 2026

In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win competitive allocations, and engage the right advisors across an increasingly crowded product...

5 Family Offices Investing in Sports Companies

From emerging leagues and performance venues to fan-engagement platforms and sports media infrastructure, the business of sports continues to attract long-term family office capital. These investors are backing scalable models that monetize...

5 Family Offices Investing in Female-Founded Startups

A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across direct deals and venture fund allocations, they target businesses with measurable traction, scalable...

5 Family Offices Investing in E-Commerce Companies

E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to long-term family expertise. When family offices do...

Top RIA Databases in 2026: Tools Every Distribution Team Should Know

Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting...

5 Family Offices Backing Investment Management & RIA Businesses

Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-term, operating-oriented strategies. These investments span asset managers, Registered Investment...

From Data to Deals: How FINTRX Smart Lists & Alerts Fuel CRM-Driven Outreach

Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’t a lack of data; it’s the delay between knowing something changed and actually acting on it. A new...

5 Largest Family Office Direct Deals of November 2025

November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technology. FINTRX data surfaced multiple billion-dollar rounds where family offices invested...