2024 FINTRX Family Office Data Report
As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
October '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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FINTRX Family Office & RIA Data Report, Q3 2024
FINTRX, the premier wealth management data intelligence platform, is excited to announce the release of the Q3 2024 Family Office & RIA Data Repor…
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August '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an ar…
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July '24 Family Office & RIA/Broker Dealer Data Report
Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contac…
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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 hi…
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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…
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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 …
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April '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, investment advisory firms, key decision-makers and an ar…
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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…
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