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Private Wealth Research & Insights

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Reports

FINTRX Private Wealth Data Report, Q2 2024

FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along...

May '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...

FINTRX Industry Spotlight: Women-Led Independent RIAs

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...

April '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...

A Deep Dive into the FINTRX Family Office Dataset

FINTRX, the premier family office and registered investment advisor (RIA) data intelligence platform, is thrilled to unveil its latest industry report, 'A Deep Dive into the FINTRX Family Office Dataset'. This comprehensive analysis delves...

FINTRX Private Wealth Data Report, Q1 2024

FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...

February '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To illustrate...

Exploring Real Estate Investment Trends Among Family Offices

Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and customized approach to investment. Join us as we provide valuable insights into the current...

FINTRX Global Family Office Report Part 5 | Sponsored By Charles Schwab

It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this segment, we delve into the intricate world of family office classification,...

January '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth,...