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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

A Company Fueled by Innovation & Team

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.

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Life at FINTRX

Collaborative With a Shared Mission

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About FINTRX

Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
Active Customers

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & White Papers

April 2 2025

Top RIA Databases in 2025: Tools Every Asset Manager Should Know

Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
April 1 2025

2024 FINTRX Family Office Data Report

As the private wealth landscape continues to evolve, family offices remain at the forefront of global investment activity—adapting their strategies to meet shifting market dynamics. The 2024 Family Office Data Report, powered by FINTRX data, offers..

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March 31 2025

Refine Your Family Office Fundraising Strategy with FINTRX

Securing capital from family offices requires a strategic approach rooted in precision and efficiency. With the private wealth landscape evolving rapidly, fund managers and capital raisers must leverage cutting-edge tools to identify,..

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March 26 2025

5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX

The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern..

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