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The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in global wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...
Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE Stack have produced a comprehensive AI Industry Map to help firms better understand the...
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...
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...
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...
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO ofFINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...
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