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Private Wealth Research & Insights

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Industry Trends (19)

Family Offices Making Early-Stage Direct Investments

Launching a business has never been simple, but the aftermath of Covid brought unprecedented challenges for entrepreneurs seeking capital, leaving many to wonder if investors had pulled back for good, whether valuations should be adjusted, or if...

3 Largest Registered Investment Advisors (RIAs) in Ohio

In an effort to highlight prominent RIAs, FINTRX - the leading wealth management data provider - spotlights three of the largest registered investment advisors in Ohio, each serving high-net-worth clients with expert financial guidance and a...

3 Family Offices Investing in Green Energy Companies

According to the Environmental Protection Agency (EPA), green energy, such as solar, wind, geothermal, biogas, hydroelectric, and select biomass sources, offers the greatest environmental benefits. These technologies play a key role in reducing...

5 Family Offices Investing in Manufacturing Companies

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...

5 Largest Registered Investment Advisors (RIAs) in Rhode Island

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...

Family Office Wealth Origin Series: Healthcare

As the leading family office data and research provider, FINTRX continues to see individuals and organizations following similar principles and procedures of family offices. This narrative looks into a specific cross-section of family office...

3 Family Offices Investing in Cybersecurity

Cybersecurity is no longer just a corporate or government concern; it’s a critical priority for private wealth investors as well. As digital threats become increasingly sophisticated, family offices are channeling more capital into cybersecurity...

3 Largest Registered Investment Advisors (RIAs) in Michigan

Businesses and high-net-worth families and individuals continue to turn to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. In an effort to shine a light on the RIA landscape, FINTRX explores three of the...

3 Family Offices Investing in Aerospace

In utilizing FINTRX family office data, which provides intel into thousands of direct deal transactions made by 4,300+ family offices around the world, we explore three family offices making direct investments in the aerospace sector. As one of the...

3 Largest Registered Investment Advisors (RIAs) in Oregon

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With uncertainty in the markets,...