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Private Wealth Research & Insights

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RIA Industry Spotlight: 3 Women-Owned Firms with $1B+ in AUM

Utilizing FINTRX's comprehensive private wealth data intelligence platform, we have compiled the RIA Industry Spotlight series to provide insights into the diverse range of firms operating in the RIA landscape. By tapping into FINTRX's robust...

August '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 following data report to provide a high-level synopsis of the private wealth landscape for August 2023. This report offers...

August 2023 FINTRX Updates & Additions

As always, we're excited to share with you the latest developments and additions to FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the...

FINTRX Named to Inc.'s 5,000 Fastest Growing Private Companies in America

Boston, MA -- FINTRX has been named to Inc Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 ranking for all companies in Greater Boston, while being touted as the 17th fastest-growing company...

FINTRX Private Wealth Data Report, '23 Q2

As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...

July 2023 FINTRX Updates & Additions

We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...

June 2023 FINTRX Updates & Additions

We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue...

May '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 following data report to provide a high-level synopsis of the private wealth landscape for May 2023. This report offers an...

Maximize Returns: Making Data-Driven Investment Decisions with FINTRX

In today's complex and ever-changing investment landscape, making data-driven investment decisions has become increasingly important. FINTRX - the leader in family office & registered investment advisor (RIA) data intelligence - plays a critical...