FINTRX Family Office Data Report May 2019
As we enter the final month of Q2 2019, please find a comprehensive summary of our data activity for the month of May.
INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference...
E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to...
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like...
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As we enter the final month of Q2 2019, please find a comprehensive summary of our data activity for the month of May.
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.
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.
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...
FINTRX Buy-Side Has Arrived!

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