FINTRX Family Office & RIA Data Report, '22 Q4
FINTRX Blog
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17h ago
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 private capital markets. 2022 underwent unprecedented challenges and changes in the financial services sector, but how have family offices and RIAs been affected? This end-of-year quarterly report offers a comprehensive overview of the latest trends, growth patterns and key insights regarding the family office and RIA ecosystems ..read more
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RIA Firms - What Is Driving Their Growth?
FINTRX Blog
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2d ago
Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their money through these firms rather than traditional financial institutions. But what is driving the growth of RIA firms and making them a popular choice for investors? Below we delve into the key factors that are contributing to the growth of RIA firms and what makes them stand out in the private wealth landscape ..read more
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FINTRX Customer Spotlight Series
FINTRX Blog
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6d ago
Welcome to the FINTRX Customer Spotlight Series, in which we examine specific examples of how FINTRX, the premier family office & registered investment advisor data platform continues to provide financial professionals with a more efficient means of accessing the global family office & RIA ecosystems. This 12-part monthly series delves into unique customers, each of whom continues to leverage FINTRX to expand their access to intelligent private wealth data and drive better outcomes for their firms.  ..read more
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2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup
FINTRX Blog
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1M ago
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 alternative wealth landscape at large, this unique newsletter edition features news articles and summaries of some of the most notable private wealth narratives that occurred each month throughout 2022.  ..read more
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FINTRX 2022 Product & Data Year In Review
FINTRX Blog
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1M ago
A look back at some of the most significant data and product additions and enhancements that we made in 2022 ..read more
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FINTRX Monthly Family Office Data Report: November 2022
FINTRX Blog
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2M ago
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 compiled a breakdown of all new and updated family office data from November 2022 ..read more
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FINTRX Monthly Registered Investment Advisor (RIA) Data Report: November 2022
FINTRX Blog
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2M ago
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 newly added registered entities and contacts, alternatives used, assets under management, RIA services provided and more ..read more
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FINTRX Launches iOS iPhone & iPad Mobile Apps
FINTRX Blog
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2M ago
FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best in class private wealth data intelligence to your mobile device ..read more
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Q3 2022 FINTRX Private Wealth Data Report
FINTRX Blog
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2M ago
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 capital markets for Q3. This 21-page report offers an inside look at all FINTRX platform updates and additions made throughout the quarter, as well as metrics such as assets under management, alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, direct transactions and much more.  ..read more
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Q3 2022 FINTRX Family Office Data Report
FINTRX Blog
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2M ago
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 24,000+ tracked investments, among several other updates and additions. Continue reading for a full breakdown of all new and updated family office data throughout Q3 2022 ..read more
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