2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
November '23 Family Office & RIA Monthly Data Report
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, c…
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2023 FINTRX Registered Investment Advisor (RIA) Regional Analysis
In an effort to provide valuable insight into the private wealth and financial services industry, FINTRX is pleased to present the 2023 Registered Inv…
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October '23 Family Office & RIA Monthly Data Report
Each month, FINTRX Family Office & Registered Investment Advisor (RIA) Platform adds and updates thousands of family office, investment advisor, c…
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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.…
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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…
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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…
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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 Re…
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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…
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FINTRX Industry Spotlight: 25 Women-Led Single Family Offices
FINTRX is 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 …
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