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Private Wealth Research & Insights

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Reports (3)

January 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 January...

FINTRX Global Family Office Report | Sponsored By Charles Schwab

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...

FINTRX Family Office & RIA Data Report, '22 Q4

In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

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...

Monthly Family Office Data Report: November 2022

Each month, FINTRX - Family Office & Registered Investment Advisor Platform adds and updates hundreds of family offices, family office contacts, tracked investments and assets to our private wealth dataset. To showcase this model of growth, we have...

Monthly Registered Investment Advisor (RIA) Data Report: November 2022

FINTRX - Family Office & Registered Investment Advisor (RIA) Database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the investment advisory landscape for November 2022. Explore...

Q3 2022 Private Wealth Data Report

In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...

Q3 2022 Family Office Data Report

Over the last few months, the family office market has experienced continued growth and expansion, as did the FINTRX Family Office & RIA Data Platform. Throughout Q3, our data set grew to include 3,450+ family offices, 19,300+ decision-makers and ...

Monthly Family Office Data Report: October 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of...

Q3 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q3 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...