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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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KNOWLEDGE CENTER
Practical Private Wealth Data Insights

& Best Practices

Explore our reports, white papers, data guides & more...

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GUIDE
Family Offices Directly Investing in Multifamily Residential Propertie..........
With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many ultra-hi..........
WHITEPAPER
Family Offices Harnessing the Power of Deep Tech Investments
As technological innovation continues to evolve, business procedures are following suit — ultimately resulting in the emergence of new tech startups at a rate faster than ever before. Consequently, direct family office investments in deep tech compan..........
DATA-REPORT
The FINTRX 2020 Family Office Data Report
In continuing our mission to provide the most robust insight on single and multi family offices, we are thrilled to release this report outlining numerous family office data trends and notable investment activity within the alternative wealth and pri..........
CASE-STUDY
Pravati Capital Develops Humanized Relationships, with FINTRX
Like many other capital raising professionals, Pravati Capital found themselves struggling to source accurate information on family offices. Today, Pravati Capital is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family offi..........
CASE-STUDY
Aventurine: Venture Capital & Private Equity
The exponential growth of family offices around the world means an increasing number of people now view these groups as a preferred source of capital. However, finding relevant and actionable data on family offices often proves to be challenging and ..........
CASE-STUDY
Ramston Capital Benefits From Clarity in Approaching New Investors, Us..........
According to Ramston, "The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals and firms' investment goals has proved invaluable when approaching potential new investors."  Through harnessing FIN..........
GUIDE
Five Success Patterns of Top-Performing RIAs
Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain traction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. As the number of RIAs continues to rise eac..........
CASE-STUDY
Lanier Ivy Reduces Time Spent Researching, with FINTRX
Overwhelmed with the research required to identify contacts at family offices, Lanier Ivy turned to FINTRX as a solution. In a highly competitive industry, where establishing contact in a timely manner with the right person is essential, Lanier Ivy n..........
CASE-STUDY
How NewSpring Capital Utilizes FINTRX
The NewSpring team utilizes the FINTRX dataset of 3,000+ family offices and 11,500+ family office professionals on a weekly basis. Prior to joining the FINTRX client-base, NewSpring Capital found a gaping hole when it came to accessing detailed and a..........
BRIEF
A Data-Driven Analysis into Family Offices Allocating Direct Funds
From 2010-2015, the industry saw the largest percentage increase in family office direct investment activity of any five year period since 1990. Since then, more than two thirds of family offices founded after 2015 are actively participating in direc..........
INFOGRAPHIC
Family Office Direct Investment Patterns: How Sector Familiarity Drive..........
As a result of our recent research, sponsored by Charles Schwab, we've identified several variables at play when it comes to investments modern family offices often make—especially given our current climate.  One of the most prevalent patterns we've ..........
WHITEPAPER
Family Offices Adapting to the Modern Era: Evolutions in Wealth Owners..........
Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities. To better understand the dynamic nature of these private wealth entities, we explore three ways family offices are adapting to —..........
DATA-REPORT
Family Office Industry Briefing Series, in partnership with Charles Sc..........
In partnership with Charles Schwab, the research contained within this report has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditional small-sample survey data. We are pleased to be able to share, f..........
CASE-STUDY
Emerald Asset Management
Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios. To identify and target f..........
GUIDE
Align Your Outreach with Current Family Office Investment Trends: Avoi..........
It's true that changing demographics, technological shifts, and volatility in the market have all impacted family offices. Through our extensive research, we've revealed 4 notable trends in how family offices are putting their wealth to work. Plus, t..........
CASE-STUDY
Rowe Capital Partners
Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. To identify and target specific family offices best suited for their particular use-case, it took extensive time and research, and would res..........
INDUSTRY-SPOTLIGHT
Targeting Family Offices: A Consultative Prospecting Methodology
The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by modern advances, volatile markets and unforeseen global realities. As..........
GUIDE
How to Utilize Industry Intelligence for Outreach Excellence
Our guide to How to Utilize Industry Intelligence for Outreach Excellence is packed with information on why capital raisers should be targeting family offices, how to leverage data to refine your approach to outreach, tactics to win in your prospecti..........
WHITEPAPER
Navigating the Family Office Market: SFOs vs MFOs
Take a deep dive into the unique differences between Single Family Offices and Multi-Family Offices, (plus best practices to tailor your approach!) in this 13-page white paper.  In this paper, we take you through the answers to the most commonly aske..........
BRIEF
Uncovering Commonalities to Drive Better Family Office Outreach
Today's technological advances make finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX make it possible to discover commonalities that drive efficient ou..........
GUIDE
The Answers to the Top 10 Single Family Office FAQs
While the evolution of the family office continues to add value for high net worth families and individuals around the world, this unprecedented maturation has also added a new level of complexity to an already murky space. In an effort to provide fu..........
INDUSTRY-SPOTLIGHT
The Rise of Family Offices: A Landscape Breakdown
Over the past 50 years, the number of Family Offices across the globe has risen substantially, becoming the preferred vehicle for the ultra-wealthy to direct their net worth. Discover the history of Family Offices, the nuances between SFOs and MFOs, ..........
DATA-REPORT
The 2020 Family Office Hedge Fund Activity Report
Hedge fund allocations from the fast-growing family office sector are set to increase.  Hedge fund managers need to be proactive and strategic in order to connect with the wealthy and encourage them to invest.  Dive into this 12-page Industry Data Re..........
INFOGRAPHIC
Predicting Family Office Investments w/ Intelligent Data
For the very first time, we are able to share robust insights into the hard-to-reach, yet economically highly significant Family Office sector. We've identified that understanding the industry or way in which the principal made his or her wealth is o..........
GUIDE
The Ultimate Guide to Family Offices
How well do you know the Family Office sector? From a fund-raising perspective, Family Offices are increasingly being seen as ideal investors: offering efficiency and streamlined decision-making, large individual check sizes, and often a high degree ..........
GUIDE
The Answers to Prevalent Multi-Family Office FAQs
Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. In an effort to shed light on the family office space, we have tackled some of the most prevalent FAQs to..........
CASE-STUDY
Convergence Investments
A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. Convergence turned to FINTRX, knowing that the platform's ability to filter through thousands of family offices and contacts t..........
INDUSTRY-SPOTLIGHT
Family Offices Continue to Get Younger & Trend Toward Impact Inves..........
Though the concept of impact investing is in no way a new idea, the drastic increase of younger investors inheriting enormous quantities of wealth has catalyzed the demand for environmental, social and governance investing. As a result, more funds ar..........
GUIDE
10 Reasons Why Family Offices Make Great Investors
Family office funding is desirable thanks to its freedom from institutional mandates, long-term staying power, frequent potential for add-on fundraising and general flexibility. Understanding the reasons behind what makes family offices ideal investo..........
INDUSTRY-SPOTLIGHT
Five Family Offices Making Impact Investments
Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Utilizing FINTRX, our family office data and research platform, which covers ..........
CASE-STUDY
Landmark Capital
Landmark selected the FINTRX platform as their global family office investor solution and firm-wide CRM tool due to their expansive coverage of the family office community and integrated offering. The innovative offering gives the Landmark team a vir..........
GUIDE
5 Effective Ways to Tackle the Family Office Market
Uncover specific to-dos and effective action items in these five areas to increase investor engagement for every pitch. Download our guide to understand the landscape inside and out, find commonalities and expound on them, practice consistent and pol..........
INDUSTRY-SPOTLIGHT
The Allure of Real Estate Investing for Family Offices
According to the 2019 UBS Global Family Office Report, 73% of family offices invest in real estate - both residential and commercial. Discover the six key elements that make real estate investments so appealing to Family Offices; cash flow, appreciat..........
WHITEPAPER
Why Family Offices Continue to Shift Towards Direct Investments
At an increasing rate, savvy family offices are plunging into direct investment opportunities to utilize the many advantages they permit. Get your copy of our latest 3-pager to discover the reasons behind the shift towards direct investments and the ..........
BRIEF
Three Family Offices Investing in Blockchain
Utilizing our family office data and research platform, FINTRX has uncovered three family offices investing in blockchain technology and crypto-related projects. Discover more on these specific family offices in our brief 2-pager. 
BRIEF
3 Common Challenges Targeting Family Offices
We believe there is no reason why outdated data, disparate point solutions in your tech stack, or an uncertainty around whether you're fully enabled to do your job should be getting in your way. We're committed to bringing a whole new level of transp..........
CASE-STUDY
Apis Capital Advisors, LLC
With FINTRX, the access to a streamlined family office capital raising solution offered Apis Capital an extensive database of investors and contacts from which they could boost their fundraising efforts. Since utilizing the platform, they have notice..........
BRIEF
Three Family Offices Investing in Cannabis
Family offices around the world are fueling the growth of the cannabis industry, and this trend is likely to continue. Oftentimes, family offices seek opportunities to invest in new, upcoming markets that can offer outsized returns. Discover three sp..........
CASE-STUDY
Measure 8 Venture Partners
Using FINTRX, Measure 8 received an investment from a family office within the platform. By providing them with significant and wide ranging access to thousands of family offices, they were able to find investors that best matched their unique use ca..........