BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its inaugural quarterly Family Office Report, with trends and intelligence...

Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape evolves, fund managers and capital raisers must move with speed and precision, leveraging advanced tools to identify, engage,...

Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building...

If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled call, a conference sit-down, or a brief introduction at an industry event, the window is...

Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an...