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What's New at FINTRX | May 2024

Hello

Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the FINTRX product and user experience. Continue reading for more on the latest company & product updates, recent data reports and what's new at FINTRX!


 

Product Updates & Additions

Distribution Channels Data   New Tag

Leverage improved data on the RIA & broker dealer landscape to more effectively map out the appropriate firms to sell into. Target independent, bank, and insurance broker dealers, independent RIAs, and major wirehouses instantly.

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Team Saved Search Views   New Tag

Enhance team-wide collaboration with shared search views and saved filters. Instantly apply your teammates' saved views to your own searches to explore relevant data, carve out territories and more.

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Request a Demo of Our Newest Features >>

 

Apply Custom Layouts When Creating Lists   New Tag

Instantly apply your preferred data views and get to the data you actually need within your lists faster and easier than ever.

Apply Custom Layouts

 

 

Industry News & Data Reports

April '24 FINTRX Family Office & RIA Data Report

A high-level synopsis of the investment advisory landscape for April including key metrics such as assets under management (AUM), alternative investments, fee models, geographic distributions, separately managed accounts, direct transactions by family offices, services offered by RIAs and more.

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Download the Report

 

 

RIA Roundup: April '24 Rep Movements, M&A Deals and Emerging PlayersScreen Shot 2024-06-03 at 3.59.47 PM

Read the full report >>

 

 

Private Wealth Groups to Watch: 40 Leading Advisory Teams Throughout the USScreen Shot 2024-06-04 at 2.44.19 PM

Access Your Full Copy

 

 

Client Testimonials

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Read the full Valiant Finance case study >>

 

 

FINTRX New Employee Spotlight

We are excited to announce the three newest additions to the FINTRX team:

+ David Emala, Director of Business Development
+ Olivia Thomas, Client Success Manager
+ Sarissa Fazio, Business Development Analyst

Welcome to David, Olivia, and Sarissa - we are thrilled to have you!

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Interested in joining the FINTRX team? Check out our current openings here >>

 


FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help industry professionals identify, access and map the global private wealth ecosystem. FINTRX data intelligence covers over 4,000 family offices, 40,000+ RIA & broker dealer entities, 20,000+ private wealth groups, and 850,000+ associated reps & key contacts. Data for every record within FINTRX is pooled from a minimum of 10 public & private sources.

FINTRX LI Banner & Newsletter Banner

Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where family office & investment advisor capital is flowing, uncover allocation trends, break down investments by sector & size, understand future investment plans and much more.


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