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Private Wealth Research & Insights

Posts about:

Family Offices

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...

5 Family Offices Investing in FinTech Companies

FinTech is no longer just a venture capital story; it’s increasingly a family office allocation theme. As payments, infrastructure, compliance, and embedded finance reshape how capital moves, select family offices are leaning in as strategic,...

FINTRX for Marketing Teams: Verified Data, AI & Precision Targeting

Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, broad targeting, and one-size-fits-all personas lead to missed opportunities and wasted...