FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along with key investment trends from Q2, compiled using the FINTRX Family Office & RIA Database. Continue reading to explore data-driven insights into the family office and registered investment advisor ecosystems, as well as an overview of all the updates and additions made to the FINTRX platform throughout the quarter ..read more

Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution centers and manufacturing facilities, have shown growth potential, particularly in the era of e-commerce and global supply chain shifts. Utilizing data from the FINTRX Private Wealth Database, we'll explore five prominent family offices that have made significant strides in the industrial property sector. From long-established firms to newer entrants ..read more

The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA & Broker Dealer Roundup' to examine the latest happenings in the RIA sector, highlighting notable advisor transitions, strategic mergers, acquisitions and the introduction of new firms throughout June 2024.  ..read more

FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close deals is paramount to successfully driving business. Leverage the next generation of relationship mapping capability for financial professionals from any iPhone or iPad to uncover new opportunities, book more meetings and close more deals at any time, on any device ..read more

In today's hyper-competitive financial landscape, securing top-tier talent can make or break an organization's success. As the competition for top talent heats up, more and more individuals are turning to innovative solutions to gain an edge in their recruitment efforts. Gone are the days of relying solely on traditional recruitment methods. By leveraging the FINTRX database of over 850,000 industry professionals, firms have unprecedented access to a goldmine of suitable candidates. In this blog, we'll explore how FINTRX transforms recruitment strategies across the financial landscape. From ..read more

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight this continuous growth, we've compiled the Monthly Family Office & RIA Data Report for May 2024, showcasing metrics such as assets under management (AUM), alternative investments utilized, geographic distributions and more ..read more

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services industry, these women-led firms continue to achieve remarkable success with their respective firms. By leveraging FINTRX-proprietary data, we aim to showcase the accomplishments of these female trailblazers and highlight the impact of their leadership in the RIA space ..read more

The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that garners increased attention is the commercial real estate sector, particularly hotel and motel properties. Leveraging FINTRX—the premier family office and RIA database for financial professionals—we spotlight five family offices making significant strides in this dynamic sector. As the private wealth industry continues to transform, these family offices are utilizing their capital and expertise to capitalize on lucrative opportunities in hotel and ..read more

The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA & Broker Dealer Roundup' to examine the latest happenings in the RIA sector, highlighting notable advisor transitions, strategic mergers, acquisitions and the introduction of new firms throughout May 2024.  ..read more

The family office landscape continues to evolve, with investors seeking opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, particularly retail properties. Family offices are leveraging their market insights to capitalize on these opportunities. Using FINTRX—the premier family office and RIA database for financial professionals—we spotlight five family offices that have deployed capital into retail properties, showcasing their investment rationale and the factors shaping their portfolio allocations.  ..read more