FINTRX

FINTRX is an advanced wealth management & investment data intelligence platform providing global financial firms a single point of access to draw insights on vast amounts of unstructured family office & investment advisor data. FINTRX is designed for investment professionals to source accurate and relevant data while increasing efficiency and saving valuable time. #privatewealth #dataintelligence #registeredinvestmentadvisor #familyoffice

🚨 Volume #132 of the FINTRX Family Office & RIA newsletter is here! This week’s highlights include: - Corient's $7.9B RIA acquisition - Citi's renewed focus on women investors - Wealth managers doubling down on Hong Kong & more Stay informed with the latest trends shaping the wealth management landscape. #FINTRX #FamilyOffice #RIA #WealthManagement #HongKong #PrivateCapital #FinanceNews #Newsletter

🚀 Volume #131 of the FINTRX Family Office & RIA Newsletter is out now! This week, we dive into key trends and developments shaping the private wealth landscape, including: - Private Funding Prioritizes AI-related Investments - Waverly Advisors, LLC Acquires Buckingham Strategic Partners - Family Offices Look to Transform & More #PrivateWealth #FamilyOffices #InvestmentAdvisors #AIInvestments #MergersAndAcquisitions #FINTRX

🚀 November '24 #RIA & #BrokerDealer Industry Roundup powered by FINTRX: Major Moves, Acquisitions & New Launches... 🟢 Wirehouse Moves & Expansion ✦ Janney Montgomery Scott LLC added three teams from Kestra Financial, LPL Financial & Raymond James ✦ Morgan Stanley recruited a $1.5B Merrill Lynch team ✦ Nexus Wealth Partners joined LPL Financial ✦ UBS and Kingsview Partners added advisors managing $200M ✦ Raymond James gained two Ohio teams managing a combined $1.8B 🟢 Independent Channel Growth ✦ Integrated Partners added Generation Capital Advisors ✦ 1828 Capital joined Ampersand Partners ✦ UBS expands in Miami with a new advisory team ✦ Bank of America Private Bank added an advisor duo from Citi 🟢 M&A Activity Surges ✦ Aspen Standard Wealth acquired $2.8B Summitry ✦ Sequoia Capital acquired a $300M South Carolina RIA ✦ Buckingham Strategic Partners added a $271M Nebraska RIA ✦ Wealth Enhancement gained $536M in its 15th deal of 2024 ✦ Mercer Advisors added $1.7B from two acquisitions ✦ Waverly Advisors, LLC acquired a $900M Ohio RIA 🟢 Tuck-In Acquisitions ✦ Creative Planning added a $550M Kansas RIA ✦ CAPTRUST acquired Boston Financial Management, LLC ✦ Carson Wealth expands into Minnesota with $350M team ✦ Steward Partners acquired $850M Mainstay Wealth ✦ Summit Financial invested in three RIAs managing $420M 🟢 New Launches ✦ Corient co-founder launched a boutique SoCal RIA ✦ A father-son team launched Burling Wealth Partners ✦ Michael Bernier launched GWC Financial Advisors via LPL Financial ✦ A mother-son team formed Birch Financial Group ✦ Steward Partners created G2G Wealth Management Gain the FINTRX advantage with in-depth analysis and cutting-edge advisor intelligence 📈 Read the full article: https://lnkd.in/eRef8V9B #WealthManagement #FinancialAdvisors #Mergers #Acquisitions #AdvisorGrowth #FINTRX

In my 18+ years of investor relations experience I have never seen this strategy fail. I recently had the opportunity to hear Ainslie Simmonds at the Future Proof, where she emphasized how investors today, especially those in private equity funds, have expectations shaped by the seamless, intuitive experiences offered by tech-driven companies. To meet these expectations, private equity funds and capital raising platforms should focus on: 1. Shaping investor personas using data-driven insights to ensure marketing and communication strategies align with the right audience, reducing noise and building trust with target investors. Using Ai and making prospect insights more impactful will improve lead scores. 2. Promoting financial wellness and societal impact by offering tailored solutions that empower investors to make informed decisions while contributing to broader economic well-being promoting NPS, wallet share increase & referrals. 3. Streamlining technology to integrate with platforms like Preqin, FinTRX, and Dakota, enabling fund managers to deliver targeted opportunities and insights that align with investor goals, reducing the time to close and improving outcomes. 4. Empowering talent with tools and resources that allow professionals to deliver an efficient, seamless experience for investors, ensuring their needs are met quickly and effectively. How are you adapting to meet the expectations of today’s sophisticated investors? #familyoffice #bnymellon #investing #product #strategy #cx #growth

The weight of family offices.   Data from PwC suggests that “fully 32.5 percent of all capital invested in startups in 2022 was contributed by family offices”.   Historically much of the investment has been through established VC managers. Increasingly family offices seek “co-investment rights”, meaning the VC fund takes the lead and family offices co-invest, often with lower fess. And there are of course family offices which are sufficiently large and experienced to invest directly. Below a list of the top 10 family offices for startup investments as compiled by FINTRX (for CNBC). Of course, for smaller family offices, going via advisers such as Calista Direct Investors SAS (who provide origination and due diligence services) or Reference Capital (who build bespoke venture programs as well as offering traditional fund of funds services) is an attractive option whilst building their own expertise.   Sources: https://lnkd.in/e8SAFxNU https://lnkd.in/eFQS_N3S #FamilyOffices #VentureCapital #StartupFunding #PrivateEquity #FamilyBusiness #ScaleUps

Volume #130 of the FINTRX Family Office & RIA Weekly Roundup is here! This week, we’re diving into: - Private Equity’s Appetite: Unpacking the surge in deal activity and new opportunities. - Travel Industry Shakeup: Examining the effects of Spirit Airlines' bankruptcy. - Corporate Bond Market Boom: What the surge means for investors and institutions. Stay ahead with insights that matter. Dive into this week's edition now! 👇 #FINTRX #FamilyOffice #RIA #PrivateEquity #CorporateBonds #MarketInsights #Newsletter

Day two at #SchwabIMPACT is underway! Visit the FINTRX team at booth #201 today and tomorrow to explore how we empower financial professionals across the global wealth management ecosystem. Stop by and say hello! 👋

FINTRX is thrilled to partner with GK3 Capital, blending powerful data capabilities with expert marketing solutions to empower asset and wealth managers to scale smarter and drive transformative growth. 🔗 Read the Full Article: https://lnkd.in/eTh9mHhy #WealthManagement #AssetManagement #DataIntelligence #DigitalMarketing #FINTRX #GK3Capital #Partnership

Specter, Attio, Vestlane & FINTRX! See the latest from these vendors and more in our weekly vendor news digest! News categories cover new and updated products, partnerships and integrations, awards, vendor whitepapers, and others. Read More: https://lnkd.in/gwHC4Gnr Also Featuring: SUBSCRIBE, Anaplan, BlueFlame AI, Anduin Transactions, Beauhurst, S&P Global, Arcesium, Similarweb, FactSet, Robin AI, Finalis, Carta, RelPro, Inc., 73 Strings, iCapital, SS&C Technologies, SimCorp, Ontra, Broadridge, Validus Risk Management, Alkymi, Charles River Development, Integrum ESG, Titanbay, Cofi.ai, ROYC, DealEdge, Filament Syfter, FIS, Dasseti, Allvue Systems, Kroll, Bite Investments and FundCount