AI-Driven Private Wealth Intelligence To Connect With

Powered by industry-leading AI, FINTRX turns data into action, helping firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth.

See why thousands of financial professionals have ditched their legacy data providers and migrated to FINTRX.

Investment Advisors Family Offices Broker-Dealers Wealth Teams Endowments Foundations

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FINTRX Platform, RIA Database, Family Office Database

Data Intelligence on Family Offices, RIAs, Broker-Dealers, Wealth Teams, and E&Fs

Fund Distribution

Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your goals. Leverage robust FINTRX data to uncover trends, analyze holdings, optimize your distribution strategies, and identify key market opportunities.

Asset Raising

Target the right investors, personalize outreach, and accelerate capital-raising efforts with AI-driven intelligence and comprehensive data on over 4,000 family offices, including investment preferences, direct investment activity, and key decision-makers.

Advisor Recruiting and M&A

Identify high-potential advisor teams, assess recruitment opportunities, and craft strategic pitches. Perfect for targeting wirehouse teams, independent RIAs, or wealth management entities with data-driven insights to enhance your recruiting and acquisition efforts.

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PRIVATE WEALTH DATA INTELLIGENCE

Data You Need to Identify, Access, & Sell Into RIAs & Family Offices

FINTRX offers comprehensive private wealth data intelligence on Family Offices and Registered Investment Advisors (RIA's). Our data ensures you have access to current and accurate information - driving more meetings, increased efficiency & growth for your business.

Data Points

3.3B

Searchable Fields

375 Family Office Records

40,000+

RIA & Broker Dealers

1.5M+

Direct Emails

650K+

Investable Assets

$115T

Monthly Updates

100K+

FINTRX Native Fields

75+

Hear What Our Clients Have to Say

"As a long time Discovery Data user, FINTRX has been a breath of fresh air allowing us seamless access to investment advisor and registered rep data." - Jud Mackrill, Partner, Mammoth VC

"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe." - Will Dombrowski, Partner, Apis Capital

"FINTRX has allowed us to tap into the family office channel across our multiple strategies in a way we could not do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX." - Michael Davis, NewSpring Capital

"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments." - Samantha Ory, Ouroboros Group

"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Gahwyler, Measure 8 Venture Partners

"The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals' and firms' investment goals has proved invaluable when approaching potential new investors." - Benjamin F. Byrd IV, Ramston Capital

Explore Our Data Intelligence

FINTRX provides best-in-class data intelligence on the global private wealth ecosystem.

Family Offices

Global family office entity and contact data intelligence

Investment Advisors

End-to-end investment advisor & broker dealer data and research

Broker Dealers

Comprehensive intelligence on broker dealer firms and contacts

Private Wealth Teams

Wealth teams within wirehouses & independent aggregators

Stock & ETF Holdings

End to end analysis and coverage of advisor portfolios

Direct Investments

Global coverage of direct investments & private placements

Endowments

Global endowment database entity and contact intelligence

Foundations

Global foundation database entity and contact intelligence

CLIENT CASE STUDY

Discover How Victory Capital Leverages FINTRX to Efficiently Access Registered Investment Advisors.

"The experience with FINTRX has been fantastic. They have partnered with us to meet our exact needs to help focus our sales efforts within the RIA channel."

Paul LeBlanc - VCM

>> Read Case Study

Meet a few of our trusted customers

Best in class asset managers and financial services firms lever FINTRX to map, access, and sell into the global family office & registered investment advisor ecosystem. Learn more below!

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Powerful Yet User Friendly Interface

Access to 375+ advanced search filters and query options

Find relevant decision makers in a snap with powerful...

Find relevant decision makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it. Filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and more...
Smart lists keep your data accurate at all times

Use our Smart Lists technology to ensure your lists & data...

Use our Smart Lists technology to ensure your lists & data are kept accurate at all times. Sort and filter by hundreds of data points, monitor important updates, download custom exports and segment by territory.
Custom news alerts and notifications

Customized news alerts and notifications deliver actionable...

Customized news alerts and notifications deliver actionable and timely outreach triggers designed to put relevant news mentions and notable changes in your hands. Receive notifications within the FINTRX platform or via email so you never miss a thing.

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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