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Private Wealth Research & Insights

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Industry Trends (19)

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) data provider, FINTRX continues to monitor the strategies...

5 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data platform, which provides intel into thousands of direct deal transactions made by over 3,700+ 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 3,600+ family offices worldwide, we explore three Middle Eastern family offices making investments in the...

3 Family Offices Making Late-Stage Investments in Manufacturing Companies

As the premier source of private wealth intelligence, FINTRX continues to track the growing trend of family offices deploying capital directly into private markets. Leveraging our proprietary dataset, featuring thousands of verified direct...

Houlihan Lokey Advises FINTRX Series A

Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor (RIA) data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.

3 Family Offices Making Series A Investments in Tech Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

Announcing Our $9M Series A Funding

Note from our founder & CEO, Russ D'Argento:I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq:...

3 Family Offices Investing in Retail Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...

3 Largest Registered Investment Advisors (RIAs) in South Dakota

Registered Investment Advisors (RIAs) play a vital role in serving high-net-worth individuals and families who value transparency and alignment of interests. Leveraging FINTRX’s comprehensive RIA data, we highlight three of the largest RIAs...

3 Family Offices Investing in Marketing & Advertising Companies

As a leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office...