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.
INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional clients, and high-net-worth investors. While the...
Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform...
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Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded.
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...
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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