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Family Office Research & Insights

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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...

Monthly Registered Investment Advisor (RIA) Data Report: August 2022

FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities...

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...

RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM

FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth...

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,...

Q2 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q2 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

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...

5 RIAs Active in ESG Investments

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five RIA firms actively making ESG (Environmental, Social, and Governance)...

5 Family Offices Investing in Software Development Companies

In utilizing the FINTRX Family Office & Registered Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by 3,200+ family offices worldwide, we outline five family offices directly investing in the...

Monthly Registered Investment Advisor (RIA) Data Report: May 2022

FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for May 2022. Explore metrics such as registered entities...

Monthly Family Office Data Report: May 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...

3 Family Offices Investing in Financial Services Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,260+ family offices worldwide, we explore three family offices making direct investments in the financial...

RIA Industry Spotlight: 5 Top Firms in the Northeast

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top RIA firms in the Northeast based on assets under management,...

Monthly Family Office Data Report: April 2022

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

Monthly Registered Investment Advisor (RIA) Data Report: April 2022

FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for April 2022. Explore metrics such as registered entities...

Q1 2022 Family Office Data Report

Over the course of Q1, the family office landscape experienced continued growth and expansion, as did the FINTRX Family Office & Registered Investment Advisor (RIA) Data Platform. From January to March, the FINTRX data set grew to include 3,200+...

RIA Industry Spotlight: Top Firms in Boston

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight three top registered investment advisor firms in Boston based on assets...

5 Family Offices Investing in Real Estate

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,200+ family offices worldwide, we explore five family offices investing in real estate.

Q1 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q1 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

3 Family Offices Investing in Renewable Energy

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,190+ family offices worldwide, we explore three family offices directly investing in the renewable energy...

RIA Industry Spotlight: Top Firms in New York

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight three top investment advisor firms in New York based on assets under...

5 Family Office Trends to Watch For in 2022

2022 looks promising for the private wealth management industry and more specifically, single and multi-family offices. As the leading family office and registered investment advisor (RIA) database provider, FINTRX continues to monitor the...

Registered Investment Advisor (RIA) Industry Spotlight

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top investment advisor firms based on assets under management, employee...

5 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,150+ family offices worldwide, we explore five family offices investing across the oil and gas industry.

Monthly Registered Investment Advisor (RIA) Data Report: February 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the RIA landscape for ...

Monthly Family Office Data Report: February 2022

Each month, the FINTRX family office and registered investment advisor platform adds and updates hundreds of family offices, key family office contacts, and tracked investments to our private wealth dataset. To showcase this model of growth, we have...

FINTRX Helps Startups, Fund Managers, & Investment Bankers Leverage Private Wealth Data to Close More Deals

Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that...

5 Private Wealth Groups Investing in Digital Currencies

As the leading family office and registered investment advisor (RIA) database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. Family...

RIA Monthly Data Report: January 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the RIA Monthly Data Report to provide a high-level synopsis of the RIAs landscape for January 2022. Explore...

FINTRX 2021 Family Office Data Report

Over the course of 2021, family offices underwent continued growth and expansion, as did the FINTRX family office data and research platform. From January to December, the FINTRX data set grew to include 3,100+ unique family offices, over 17,400+...

Q4 2021 RIA Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the Q4 2021 RIA Data Report to provide a high-level synopsis of registered investment advisors (RIAs) for Q4 of 2021.

2022 RIA Data Capital Allocator Report

To shine a light on the Registered Investment Advisor (RIA) landscape, the FINTRX family office and RIA database provider has compiled the 2022 RIA Capital Allocator Report to showcase some of the latest data trends and developments that have taken...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Beyond The Ordinary' Podcast

Russ D'Argento, Founder and CEO of FINTRX, was featured on the Beyond the Ordinary Podcast, where he discussed his journey from playing baseball to running a data intelligence platform, the importance of data in delivering high-impact results for...

Houlihan Lokey Advises FINTRX Series A

Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.

FINTRX Monthly Family Office Data Report: November 2021

Each month, the FINTRX family office data and research team adds and updates hundreds of family offices, key family office contacts, and tracked investments to our rapidly growing family office dataset. To showcase this model of growth, we have...

FINTRX RIA Geographical Breakdown

With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased...

Announcing Our $9M Series A Funding

Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...

Family Office Wealth Origin Series: Energy, Oil & Gas

Family offices, or private wealth vehicles managing the wealth of high-net-worth families and individuals, often allocate capital with fewer restraints compared to other investment entities. With greater control over their investments and...

FINTRX Monthly Family Office Data Report: October 2021

Although family offices have been around for some time, we have seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX data and research provider has compiled a full breakdown of all new and...

FINTRX Family Office Data Report Q3 2021

Q3 of 2021 continued to be a busy one for FINTRX and the private capital markets altogether. Throughout July, August, and September 2021, the FINTRX data and research team added and updated hundreds of family office profiles and key contacts within...

FINTRX Monthly Family Office Data Report: August 2021

Although family offices have been around for some time, we've seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX has compiled a full breakdown of all new and updated family office data...

FINTRX Family Office Data Report: First Half of 2021

FINTRX kicked off the first half of 2021 by adding and updating thousands of family office profiles and key contacts within our family office database. In continuing our mission to provide capital-raising professionals access to unparalleled family...

Family Offices Directly Investing in Multifamily Residential Properties

With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many...

FINTRX Monthly Family Office Data Report: May 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown...

Family Office Wealth Origin Series: Sports & Media

The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A...

Family Offices Making Early-Stage Direct Investments

For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of...

FINTRX Monthly Family Office Data Report: April 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown...

Family Office Wealth Origin Series: Healthcare

As the leading family office data and research provider, FINTRX continues to see individuals and organizations following similar principles and procedures of family offices. This narrative looks into a specific cross-section of family office...

FINTRX Family Office Data Report Q1 2021

FINTRX kicked off Q1 of 2021 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. To shine a light on the growing private wealth space, we have constructed a Q1 2021 Family...

Family Offices Harnessing the Power of Deep Tech Investments: White Paper

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...

Family Office Wealth Origin Series: Financial Services

Understanding the reasons behind what makes family offices ideal investors can truly be a game-changer in terms of wealth preservation and wealth expansion. When you consider the structure of family offices and the resources available to them,...

Family Offices Investing in Real Estate: White Paper

Family offices have always been an important element of the investment landscape, bringing different perspectives and time horizons compared to other alternative asset classes. Throughout this narrative, we dive into family office trends...

FINTRX Monthly Family Office Data Report: February 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

The Rise of ESG & Impact Investing Among Family Offices

ESG factors have always been a consideration for businesses and family office investors, but it wasn't until the last decade or so, awareness of these topics skyrocketed. Investing for social good has a rich history dating back thousands of...

Recent Evolutions Across the Family Office Space

In light of the global health and economic crisis, 2020 was a year like no other, ultimately presenting family offices with numerous challenges and opportunities. Despite these challenges, alternatives such as private equity funds, hedge funds,...

Family Office Industry Report Released | Part 3 of 3

Since inception, FINTRX has remained dedicated to providing high-quality family office intel to our global client base. In view of this, we are thrilled to present the third and final edition of our Family Office Industry Briefing Series in...

Monthly Family Office Data Report: January 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

FINTRX 2020 Year in Review

2020 was a year unlike any other and as with other industries, an unpredictable market environment brought the family office landscape into uncharted waters. Over the course of 2020, family offices underwent numerous changes and continued expansion,...

Monthly Family Office Data Report: November 2020

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, FINTRX releases a complete breakdown...

5 Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain attraction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. By restructuring internal...

Monthly Family Office Data Report: October 2020

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family...

The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010...

FINTRX Family Office Data Report Q3 2020

Changing demographics and unforeseen global circumstances continue to influence how family offices invest and manage client wealth. Using a cross-section of our complete data set, FINTRX has assembled the Q3 2020 Family Office Data Report delivering...

The Registered Investment Adviser (RIA): What You Need To Know

With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability to maintain sustainable economic growth. In an...

The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape,...

5 Family Offices Making Biotech Investments

Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX data and research platform, which provides insight into thousands of direct deal transactions...

Monthly Family Office Data Report: August 2020

Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family...

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

Changing demographics and unforeseen turbidity in the markets continue to influence the way family offices invest and manage client wealth. Family offices are putting their wealth to work in new ways and now expect personalized outreach rooted in...

5 Family Offices Making Technology Investments

Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry, and this trend is likely to continue in the years ahead. In utilizing the FINTRX Buy-Side platform, which provides...

Monthly Family Office Data Report: July 2020

As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment...

Family Offices: Adapting to the Modern Era

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities....

FINTRX Family Office Data Report Q2 2020

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics,...

Align Your Outreach with Current Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have...

Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

Monthly Family Office Data Report: June 2020

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services,...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...

5 Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time though in the last decade especially, we have seen these groups reaching new heights. As family offices continue to broaden, so do their investment...

The Definitive Guide to Family Offices

Like any vertical dealing with the ultra-wealthy, every family office is unique in set-up and structure, with each requiring a different combination of services depending on the wants and needs of their clientele. This makes defining the murky world...

Targeting Family Offices: A Consultative Prospecting Methodology

The family office landscape is amid a profound transformation brought upon by a new generation of investors whose attitudes and expectations have been shaped by modern advances, volatile markets, and unforeseen global realities. As many...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

FINTRX - family office & registered investment advisor data provider - is becoming smarter and broader at a rate faster than ever. To showcase our growing plethora of data tools designed specifically for the asset-raising professional, we have...

Monthly Family Office Data Report May 2020

As the global family office landscape continues to evolve and diversify, the FINTRX data and research platform consistently grows alongside. With universal coverage on 2,848+ family offices, 11,061+ family office contacts and 11,742+ tracked...

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to...

Monthly Family Office Data Report April 2020

Designed to greatly enhance your capital raising efforts, the FINTRX family office data and research platform offers an inside look at the alternative investment industry and private capital markets. With complete coverage on 2,833+ family offices, ...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

Particularly in light of our current economic environment, it undoubtedly pays to have a highly efficient workflow. In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome,...

Navigating the Family Office Market: SFOs vs MFOs

To shed light on the private family office landscape, we have summarized several common questions to help clarify any underlying assumptions relating to single-family offices and multi-family offices.

FINTRX Family Office Data Report Q1 2020

FINTRX kicked off 2020 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. With that information, we constructed the Q1 2020 Family Office Data Report delivering key family...

FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise family office capital. Blending research, analytics and technology...

2019 FINTRX Family Office Data Review

With the new year already upon us, FINTRX constructed the 2019 FINTRX Family Office Data Review to reflect on various data trends that emerged within the alternative investment industry over the past year and how this evolving landscape helped shape...

Interview with Sofia Syed, Keystone Law

Sofia is an employment lawyer, who advises ultra-high-net-worth clients on private staffing and a wide range of other issues. She advises on recruitment, on-going management and termination of staff such as house managers, butlers, close protection...

Interview with Darragh O'Sullivan, DOS & Co. Virtual Family Office

Darragh heads up DOS & Co., the London Virtual Family Office which caters for wealthy families and individuals who have operations, properties or some other physical nexus in London and, for clients from further afield, often in the Alps or the...

Industry Best Practices

Breakdown of Industry Best Practices