AI-Powered Intelligence to Target RIAs and Family Offices
Combining comprehensive data with advanced AI, FINTRX helps modern distribution teams identify, analyze, and engage the private wealth ecosystem with precision and confidence.
Connect with us to see what makes FINTRX the leader in private wealth intelligence.
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PROSPECT INTO RIAS & BROKER-DEALERS
For Asset Managers & ETF Issuers
Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your role and firm. Leverage robust FINTRX data to identify prospects, uncover warm introductions, personalize your outreach, and prep for meetings.
ACCELERATE CAPITAL RAISING WITH PRECISION
For Alternative Fund Managers
Target the right investors, personalize outreach, and accelerate capital-raising efforts with AI-driven intelligence and comprehensive data on over 4,400 family offices, including investment preferences, direct investment activity, and key decision-makers.
PINPOINT & ENAGE WITH TOP ADVISORS
For Recruiters and Aggregators
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 M&A efforts.
SELL INTO THE PRIVATE WEALTH SPACE
For Fintechs & Service Providers
Streamline sales and marketing efforts by identifying ideal prospects, understanding firm-level tech stacks, and uncovering warm paths to decision-makers.
Hear what our clients are saying
"We really did not have any way to prospect new people to TCW. FINTRX completely changed that... FINTRX has personally saved me a significant amount of time in my day-to-day. It’s a one-stop shop for the insights and data we need to bring the best opportunities to the top. It’s unmatched.”
Julia Koller
The TCW Group
"Almost every meeting I go into, I’m on FINTRX - looking up the firm, learning everything I can. It’s become part of my process. It’s like a cheat code. If you’re not using it, you’re behind."
Ben Littman
Pure Financial
"Having that extra tool like AI Analyst that helps craft messaging or prep for a meeting is very valuable. It’s scary cool. It gives you a running list of key points before a call, which is a huge help as we try to get into new spaces and understand the advisors before the meeting even happens.”
Carl Berg
F/m Investments
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