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Private Wealth Research & Insights

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Family Offices (11)

Frequently Asked Questions About FINTRX

As a leading family office and registered investment advisor (RIA) data intelligence solution, FINTRX provides users with real-time data on thousands of family offices, RIAs and private wealth contacts. Given the extensive capabilities of our...

The 2023 Outlook: Key Trends Shaping the Family Office & RIA Ecosystem

With 2023 well underway, it's critical to recognize the trends reshaping the family office and Registered Investment Advisor (RIA) landscape, empowering these professionals to better serve their clients and remain competitive. From rapid...

Investing in Emerging Markets: Risks & Rewards

Emerging markets have become increasingly popular among investors seeking high growth and diversification opportunities. These markets, which include regions such as Asia, Africa, and Latin America, offer the potential for higher returns compared to...

Family Offices & Registered Investment Advisors (RIAs): A Comparative Analysis

When it comes to managing wealth and investments for high-net-worth individuals, two of the most popular options are family offices and registered investment advisors (RIAs). Both offer personalized investment advice and management, but there are...

Why FINTRX Is a Must-Have Tool for Asset-Raising Professionals

Most capital-raising platforms show you where the money is. FINTRX shows you how to get it. Built specifically for navigating the complex world of private wealth, FINTRX combines in-depth, verified coverage of over 4,300 family offices and 40,000+...

Family Offices Harnessing the Power of Deep Tech Investments

Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...

February 23' Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February...

How FINTRX Tags & Notes Maximize Efficiency & Improve Workflow

As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make informed investment decisions and connect with potential investors. However, with a vast array of...

The Intersection of Multi-Family Offices and RIAs

The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...

Personalizing Family Office & Investment Advisor Prospecting With FINTRX Affinity Relatability Scores

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...