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Private Wealth Research & Insights

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Industry Trends

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

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...

Prospecting into the Private Wealth Space: 5 Best Practices

Private wealth management firms such as family offices and registered investment advisors (RIAs) aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you...

5 Family Offices With Over 5B+ in AUM

With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can now identify suitable prospects across 3,300+ family offices and 38,000+ RIA firms worldwide. In utilizing...

5 Family Offices Investing in Software Development Companies

In utilizing the FINTRX Family Office & Registered Investment Advisor Data Platform, which provides intel into thousands of direct deal transactions made by 3,200+ family offices worldwide, we outline five family offices directly investing in the...

3 Family Offices Investing in Financial Services Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,260+ family offices worldwide, we explore three family offices making direct investments in the financial...

5 Family Offices Investing in Real Estate

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,200+ family offices worldwide, we explore five family offices investing in real estate.

3 Family Offices Investing in Renewable Energy

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,190+ family offices worldwide, we explore three family offices directly investing in the renewable energy...

5 Family Office Trends to Watch For in 2022

2022 looks promising for the private wealth management industry and more specifically, single and multi-family offices. As the leading family office and registered investment advisor (RIA) database provider, FINTRX continues to monitor the...

5 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by over 3,150+ family offices worldwide, we explore five family offices investing across the oil and gas industry.

3 Middle Eastern Family Offices Investing in Technology Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,100+ family offices worldwide, we explore three Middle Eastern family offices making investments in the...