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FINTRX
United States
FINTRX is a data intelligence provider focused on the private wealth sector. It offers insights into family offices, registered investment advisors (RIAs), broker-dealers, and institutional investors. The platform is a valuable resource for asset management firms, wealth professionals, and financial institutions looking to identify investment opportunities and analyze market trends....
Tags: asset raising crm investor platform alternative investing impact investing data +5 more

Elite Consulting Partners
United States
Elite Consulting Partners is a consulting firm dedicated to the financial services industry. The company provides strategic advisory services in recruiting, mergers and acquisitions (M&A), and business transitions. Their goal is to empower financial advisors and firms with unbiased guidance, leveraging their deep industry relationships and expertise. The firm offers...
Tags: ria consulting advisor transitions advisor recruiting brokerdealer m a ria rollups +4 more