Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
Posts about:
When it comes to managing wealth and investments for high-net-worth individuals, two of the most popular options are family offices and registered investment advisors (RIAs). Both offer personalized investment advice and management, but there are...
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) are financial experts legally obligated to act in the best interests of their clients. Along with a fiduciary duty, RIAs provide several other advantages to working with them such as access to alternative...
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...
Copyright © 2023 FINTRX, Inc. All Rights Reserved. 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}
