| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Aug 6, 2026 | Family offices back clean energy and sustainability startups in July as dealmaking holds steady | Private investment firms of the ultrawealthy made 57 direct investments in companies in July, per Fintrx.
Clean energy and sustainability startups made up more than 15% of investments, with backers including billionaires John Doerr, Lukas W... |
| Jul 2, 2026 | Jeff Bezos’ family office backed five AI startups in June | Last month, Jeff Bezos’ namesake investment firm made five direct investments in startups, accounting for 10% of all such deals by family offices that month, per Fintrx.
Bezos Expeditions participated in five megarounds, including a $12 bil... |
| May 7, 2026 | Family office deal-making rebounds in April with healthcare bets | Family offices stepped up their deal-making in April after a slowdown in March amid the Iran war.
Nearly a third of April’s investments were made in healthcare or life sciences startups, per data firm Fintrx.
Laurene Powell Jobs’ Emerson Co... |
| Apr 2, 2026 | Family offices stall deal-making during Iran conflict | Investment firms of ultra-rich families made 25% fewer direct investments in companies in March compared with the month prior, according to Fintrx.
While global uncertainty has weighed on deal count, family offices and corporate investors a... |
| Mar 24, 2026 | More women are entering wealth management, but few are in advisory roles, study finds | More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx.
While women make up more than a third of registered... |
| Mar 5, 2026 | Family offices double down on AI investments as startup fundraising breaks record in February | Fears of an artificial intelligence bubble haven’t stopped investment firms of the ultra-rich from betting on AI-related startups, which raised $171 billion in February, per Crunchbase.
Last month, family offices made 41 direct investments ... |
| Feb 12, 2026 | Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy | CNBC releases its inaugural Inside Wealth Family Office 15 list, ranking the most active large U.S. family offices by disclosed deal activity.
Eric Schmidt’s family office, Hillspire, made 15 investments in 2025, most of them in artificial ... |
| Jan 8, 2026 | Family office deals cooled off in December, but heirs placed bets in health and media | Investment firms of the ultra-rich moved with caution throughout 2025 and made 62% fewer direct investments in December, per Fintrx data.
However, millennial and Gen X heirs are continuing to make their mark through their family offices.
A ... |
| Nov 6, 2025 | Family offices make fewer deals but still flock to AI startup mega-rounds | Sign up for the new Inside Alts newsletter
2025 has been a subdued year for deal-making by investment firms of the ultra rich.
The last quarter of the year is off to a lackluster start, with direct investments by family offices falling 63% ... |
| Oct 31, 2025 | Comparing AdvizorPro vs Competitors for Finding the Largest RIAs by AUM | Share
Share
Share
Share
Email
Knowing who the largest RIAs by AUM are isn’t just trivia; it’s strategy. For asset managers, wealthtech platforms, and recruiters, understanding where the biggest assets sit means knowing where influence lives... |
| Sep 4, 2025 | Billionaire family offices bet on drones, nuclear energy in August | Sign up for the new Inside Alts newsletter
Billionaire family offices inked high-profile investments in an otherwise slow month for deal-making, according to Fintrx.
Four billionaires’ private investment firms joined an $863 million fundrai... |
| Aug 8, 2025 | Family office deal-making slides with some bright spots in Europe | Private investment firms of the ultra-rich made 60% fewer direct investments in July compared with the same period last year, according to Fintrx.
Rattled by tariff uncertainty, some family offices have been investing more overseas, especia... |
| Jul 7, 2025 | Family offices ramp up deal-making in June with bets on biotech | After a slow spring, investment firms of the ultra-rich made 60 direct investments in June, according to Fintrx.
Family offices flocked to biotech and health-care firms such as Antheia, seeking to make an impact and returns at the same time... |
| Apr 4, 2025 | Family offices pause dealmaking in March on trade war fears | Investment firms of the ultra-rich paused their deal-making in March, with a few notable exceptions, like Len Blavatnik’s Access Industries.
Family offices made only 40 direct deals in March, a drop of 45% year-over-year and 22% decline fro... |
| Mar 25, 2025 | FINTRX and Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform | FINTRX and Intapp partner to provide comprehensive data and insights on firms and contacts directly within their processes and workflows in DealCloud
Intapp (NASDAQ:INTA)
BOSTON, MA, UNITED STATES, March 25, 2025 /EINPresswire.com/ -- FINTR... |
| Mar 7, 2025 | Family office dealmaking doubled in February with bets on crab shells, nuclear reactors and more | After a slow January, family offices made at least 48 direct investments in February, double that of the month prior, according to Fintrx.
Some of the most active family office investors made bold bets, like Laurene Powell Jobs’ Emerson Col... |
| Jan 22, 2025 | FINTRX Revolutionizes Private Wealth Research with launch of AI-Powered Analyst | AI Analyst - The latest in a suite of AI tools powered by FINTRX intelligence
FINTRX, the leading provider of family office and registered investment advisor data intelligence, today announces the launch of AI Analyst
It’s more than just a ... |
| Sep 16, 2024 | FINTRX Launches Personalized Data Suite, Aimed At Enhancing the Way Firms Recruit Advisors | FINTRX Personalized Rep Data For Recruiting Professionals
FINTRX releases its Personalized Rep Data Suite. This new offering introduces 1.2 million personalized data points on independent and wirehouse advisors
Our Personalized Rep Data Sui... |
| Mar 11, 2024 | FINTRX Announces the Launch of Relationship Path: AI Powered Relationship Intelligence | Relationship Path by FINTRX
FINTRX is thrilled to announce the launch of its highly anticipated feature, Relationship Path, powered by FINTRX AI.
BOSTON, MA, UNITED STATES, March 11, 2024 /EINPresswire.com/ -- FINTRX, the leading provider o... |
| Jan 22, 2024 | FINTRX Launches AI-Powered Search Technology | FINTRX AI Search | Private Wealth Data Intelligence
FINTRX AI-Powered Search empowers financial professionals with unparalleled efficiency and precision in accessing private wealth data intelligence.
AI Search is just the beginning. We are ... |
| Jan 12, 2024 | FINTRX Releases Microsoft Dynamics Integration, Further Expanding Its Growing Suite of CRM Data Feeds | FINTRX Microsoft Dynamics CRM Integration
FINTRX, the leading provider of private wealth data intelligence, has announced its latest integration with Microsoft Dynamics CRM.
This release is a significant milestone for us on the heels of our... |
| Feb 16, 2023 | FINTRX Founder & CEO Russ D’Argento Named as a Top 100 CEO to Work for in Boston In 2023 | "I'm honored to lead our incredible team through this journey. FINTRX is full of, intelligent, resourceful, and creative people - each dedicated to our mission of disrupting the private wealth data industry, leading to better outc... |
| Jan 12, 2022 | FINTRX Launches Registered Investment Advisor (RIA) Data Offering, Adding to Its Rapidly Expanding Private Wealth Data Intelligence Platform | Family Office & Registered Investment Advisor Database We truly feel we’ve created a more powerful and intelligent way to access the complex and rapidly changing investment advisor ecosystem.
BOSTON (PRWEB) January 12, 2022
FINTRX, the ... |
| Nov 30, 2021 | Fintrx Raises $9M in Series A Funding | Fintrx, a Boston MA-based Family Office & Registered Investment Advisor commercial intelligence platform provider, raised $9M in Series A funding.
The round was led by Founder & CEO of Definitive Healthcare (Nasdaq: DH), Jason Krant... |
| Nov 29, 2021 | FINTRX Raises $9M Series A to Accelerate Growth of Its Leading Family Office & Registered Investment Advisor Data Intelligence Platform | FINTRX Family Office & Registered Investment Advisor Database FINTRX has built a world class information resource to help our clients sell more effectively into the family office & registered investment advisor market. With this rou... |
| Feb 18, 2021 | Greece Woos Tycoons With New Family Office Law | Greek Prime Minister Kyriakos Mitsotakis.Corbis via Getty Images |
| Aug 20, 2020 | 6 Family Office Trends In Direct And Venture Capital Investment | More family offices are getting into direct investments but what does this look like in terms of ... [+] stages, returns and desire for impact?Roadtrip With Raj on Unsplash |