Better access the private wealth ecosystem with the premier Family Office & Registered Investment Advisor data intelligence platform.
Joined June 2011
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It's no secret that relationships are crucial for driving success in the private wealth space...
Introducing Relationship Path, powered by FINTRX AI. Drive warm introductions and uncover your best path into the firms & prospects that matter.
Learn more: fintrx.com/blog/fintrx-relat…
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It's no secret ETF investing is on the rise.
As financial professionals work to stay on top of the market, we're there to empower our users to effectively map & sell into RIAs, broker dealers, family offices and more with the most detailed ETF insights. fintrx.com/blog/fintrx-intro…
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Check out the latest quarterly FINTRX Private Wealth Data Report for Q2 with insights on RIA & family office asset allocations, including alternatives, direct investment sectors and more.
fintrx.com/blog/fintrx-priva…
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We're proud announce the launch of Relationship Path within our data intelligence iOS Mobile App.
Leverage the next generation of relationship mapping for financial professionals to uncover new opportunities & close more deals at any time, on any device. fintrx.com/blog/fintrx-launc…
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The #RIA industry continues to evolve at a rapid pace. Our latest FINTRX #RIA Roundup highlights the most recent M&A, new hires, team movement and more.
Read more for key insights on rep movements, M&A deals and emerging players: fintrx.com/blog/fintrx-ria-r…
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We are thrilled to present Part 5 of the FINTRX Family Office Industry Briefing Series, in partnership with Charles Schwab.
Gain a deeper understanding of the #familyoffice ecosystem. Get your copy now: fintrx.com/charles-schwab-re…
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FINTRX is thrilled to announce the official release of its groundbreaking AI Search✨
Discover the next generation of AI-driven private wealth data intelligence--revolutionizing how financial professionals prospect, network, and grow their business.
fintrx.com/ai-search
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FINTRX is excited to present the 2023 FINTRX Private Wealth Data Report, a comprehensive analysis of the family office & RIA landscapes, with industry insights as well as FINTRX platform updates & additions from the last year.
Download your copy 👉🏻 fintrx.com/blog/2023-fintrx-…
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Attitudes & strategies of Asia's wealthy shift away from riskier ventures, in contrast to the rest of the global family office landscape.
Subscribe to our newsletter for more private wealth news like this, direct to your inbox 👉 fintrx.com/private-wealth-ne…
cnbc.com/2023/12/18/asian-fa…
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Bloomberg report highlights shifts among the world’s wealthiest families, showing how unity & perseverance leads to prosperity for the world’s richest despite volatility.
For more news like this, subscribe to our newsletter: fintrx.com/private-wealth-ne…
bloomberg.com/features/2023-…
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Our Founder & CEO Russ D'Argento was recently a guest on the 'Internal Use Only' Podcast with Dan Sullivan, CAIA.
Listen on Apple Podcasts: podcasts.apple.com/us/podcas… #FINTRX #RIA #FamilyOffice #FinTech
fintrx.com/blog/fintrx-found…
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Just out: Vol. 83 of the FINTRX Family Office & RIA Weekly Roundup! Stay updated on the latest private wealth news, trends & insights with our weekly digest. Read more below... #FamilyOffice #RIA #InvestmentTrends #PrivateWealthNews #Newsletter linkedin.com/feed/update/urn…
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LPL Financial launches 'Private Wealth Management' channel for advisors managing over $100M in client assets, attempting to compete with wirehouses.
Read more in Vol. 83 of the FINTRX Private Wealth Newsletter tomorrow! Subscribe: fintrx.com/private-wealth-ne…
advisorhub.com/lpl-unveils-p…
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Interested in the latest developments in the private wealth markets?
Check out the 82nd volume of the FINTRX Family Office & RIA newsletter, packed with valuable insights into economic shifts, recent direct investments, advisor movements and more...
linkedin.com/posts/fintrx_pr…
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The Pritzker Organization launches $190M fund, 53 Stations, aiming to mitigate risk by focusing on capital-efficient startups that are less reliant on substantial external funding.
Read more like this in our next FINTRX Newsletter, live tomorrow.
wsj.com/articles/pritzker-fa…
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Excited to share the 81st edition of the FINTRX Family Office & RIA newsletter! Read about generational alternative investment trends, Hong Kong's attempts to drive family office growth, & Raymond James' wealth team acquisition in this week's edition...
linkedin.com/posts/fintrx_pr…
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Volume 81 of the FINTRX Private Wealth Newsletter out tomorrow! Subscribe: fintrx.com/private-wealth-ne…
Sneak peek of insights in this week's edition below...
bloomberg.com/news/articles/…
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Hong Kong joining forces with property tycoons to enhance its allure for family offices in an attempt to adapt to the ever-changing demands of the wealthy.
Read more ⬇️
bloomberg.com/news/articles/…
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Vol. 80 of the FINTRX Family Office & RIA Weekly Roundup is out now! Explore the most current news, insights and trends from the world of private wealth... #FamilyOffices #RegisteredInvestmentAdvisors #PrivateWealthNews #WealthInsights #Newsletter #FINTRX
linkedin.com/posts/fintrx_fa…
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Family offices must integrate robust risk management practices with traditional financial planning to ensure long-term stability & adaptability, per the latest Family Office Benchmarking Report. ey.com/en_us/family-enterpri…
This & more in tomorrow's edition of the FINTRX newsletter
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