Private Wealth Research & Insights

As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands...

Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. In utilizing the FINTRX family office data and research platform, which provides intel into...

Businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. To shine a light on the RIA space, FINTRX explores three of the largest registered investment...

With an estimated 35,000+ entities and 405,000+ contacts in operation today, the registered investment advisor (RIA) landscape continues to experience growth in just about every metric. High-net-worth families and individuals are turning to RIAs for...

According to the Environmental Protection Agency (EPA), green energy provides the highest environmental benefit and includes power produced by solar, wind, geothermal, biogas, hydroelectric, and certain eligible biomass sources. Green energy...

Family offices have always been an important feature of the investment landscape, bringing a unique perspective and time horizon to the private wealth space. As family offices grow in size and power, the more progressive ones are using a direct...

Registered investment advisors are seeing record-breaking growth in the number of firms and assets under management, ultimately underscoring our significant value to investors, the economy, and private capital markets. With lingering uncertainty in...

In today's digital age, cybersecurity has become a paramount concern, not just for corporations and governments but also for private and family-owned businesses. Recognizing the critical importance of safeguarding digital assets, an increasing...