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Private Wealth Research & Insights

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Reports (2)

FINTRX Private Wealth Data Report, Q3 2023

As the leading private wealth data intelligence solution, FINTRX is pleased to release the next iteration of our quarterly Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family...

August '23 Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for August 2023. This report offers...

FINTRX Private Wealth Data Report, '23 Q2

As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...

May '23 Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the following data report to provide a high-level synopsis of the private wealth landscape for May 2023. This report offers an...

FINTRX Industry Spotlight: 25 Women-Led Single Family Offices

We are proud to present our most recent report, focusing on 25 single-family offices across the United States, all of which are managed and led by women. This examination stands as a testament to the comprehensive research carried out by the FINTRX...

April 23' Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for April...

25 Women Leading the Hedge Fund Industry In the US

We are pleased to present our report on 25 of the most powerful women leading the Hedge Fund industry in the United States. Compiled using FINTRX proprietary data, our report offers a unique window into the industry and showcases some of the...

FINTRX Family Office & RIA Data Report, '23 Q1

As the leading private wealth intelligence data solution, FINTRX is excited to release the Q1 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview...

February 23' Family Office & RIA Monthly Data Report

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February...