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Family Office Research & Insights

New Release: FINTRX Resource Library

A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. To help assist you in your capital raising efforts, FINTRX is eager to bring your attention to our newly refurbished Resource Library - where you can easily filter and search ...

February 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we have provided further analysis into ...

January 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we provided further analysis into the most prominent family ...

New Release: FINTRX News Portal

FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a whole. The FINTRX News Portal features a bookmarking tool, ...

December 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution, we provide further analysis into the many family office ...

November 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into the many family office data trends our research ...

October 2019 Family Office Data Summary

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into the many family office data trends our research ...

FINTRX 2019 Q3 Family Office Data Report

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from July through September. Continue reading for an in-depth breakdown on how the quarter unfolded within our ecosystem of 2,573+ family offices, ...

FINTRX Welcomes Six New Team Members

FINTRX is excited to announce the recent hiring of six new team members - Amy Chang as Data Science Engineer, Vincent Xu as Data Science & Analytics Associate, Colin Aylward, Emma Kelly, and Steven LeBlanc as Business Development Analysts, in addition to Sarah Wright who joins us as a Client ...

August 2019 Family Office Data Summary

As we enter the final quarter of 2019, please find a comprehensive summary of our data activity for the month of August. 

New Release: Updated Smart Search

FINTRX is excited to announce that we have enhanced our family office Smart Search feature to provide a more efficient way of searching single and multi-family office data utilizing shortcuts and recent queries. We've provided further color on this new feature below.

New Release: List Indicator

FINTRX is excited to release a new feature within our family office data solution and prospecting tool that easily identifies the investors and contacts that already live on at least one of your personal lists. Read ahead for further insight...

New Release: Family Office Year Established

Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded. 

New Release: FINTRX Mobile Version

  FINTRX is pleased to announce the launch of our mobile application. Compatible with all mobile devices, and formatted specifically for your mobile screen, the FINTRX mobile app was created to provide you with instantaneous interactions and access to investors on the go.  

May 2019 Family Office Data Summary

As we enter the final month of Q2 2019, please find a comprehensive summary of our data activity for the month of May.

New Release: Family Office Contact Responsibilities

FINTRX is excited to share that we have added "Contact Responsibilities" to the contacts' module in each family office dossier. Users can now immediately target the applicable contact of focus for their outreach. 

New Release: Family Office Impact Investor Filter

FINTRX is pleased to share that we have added a new search filter to our family office Power Search module. Users now have the ability to query family offices based off their interest in impact/ESG investing. 

New Release: Family Office Enhanced Keyword Search

FINTRX is excited to share that we have greatly improved our family office "Keyword" search filter. We have evolved this feature to provide users with the most efficient search tool possible. 

New Release: Family Office Dossier Builder

              FINTRX is proud to announce the launch of Dossier Builder, a new add-on feature built within our family office platform. The Dossier Builder enables users to export up to ten profiles into a comprehensive investor portfolio, in PDF format, making it a great solution for those ...

FINTRX Q1 2019 Family Office Data Summary

Q1 was a very busy quarter for our data and research team here at FINTRX. We kicked off 2019 by adding and updating hundreds of family office dossiers and key contacts within our platform. Below is a quick overview of our Q1 family office activity:  A total of 224 new family offices were added to ...

New Release: FINTRX 2.0

FINTRX 2.0 - We are excited to announce the release of FINTRX 2.0, the most powerful iteration of our flagship family office capital raising solution. This release includes a number of new additions and improvements. Continue reading for further insight...

New Release: Family Office Search Vision Map

The FINTRX Family Office Platform team is thrilled to announce the launch of our new Search Vision map feature technology, continuing our mission to keep our user base locked in to the most actionable set of single and multi family office data & research available to the industry. FINTRX seat ...

New Release: Family Office Investor Crowd Editing

BOSTON, MA - The release of FINTRX Crowd Editing continues our mission to keep FINTRX alternative investment community members locked in to the most actionable set of single and multi family office data & research available. FINTRX seat holders can now leverage the

New Release: Microsoft Outlook Integration

FINTRX has released a new custom Microsoft Outlook app for the FINTRX Platform, the firm's flagship family office database and asset raising CRM product. The Microsoft Outlook application offers a 'real time' sync of email correspondence between Outlook and the cloud based FINTRX Platform.