Posts about:
Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...
Registered Investment Advisors (RIAs) and Broker Dealers (BDs) play pivotal roles in helping individuals navigate the complex world of finance. While their functions may differ, both are essential in providing expert guidance tailored to your...
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors seek investment options that align with their values and support responsible business practices....
It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at FINTRX released the Industry Briefing Series to provide valuable 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...
Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substantial capital. They often serve as gateways to vast networks and sources of priceless business...
With the help of FINTRX, the leading family office & registered investment advisor data & research platform, asset-raising professionals can now identify suitable prospects across 3,600+ family offices and 38,000+ RIA firms worldwide. In utilizing...
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...
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...
Copyright © 2025 FINTRX, Inc. All Rights Reserved. 18 Shipyard Drive Suite 2C Hingham, MA 02043 Data Privacy Policy
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)
.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
