Advisor Recruiting

Identify and Engage High-Value Financial Advisors

AI-driven prospecting to identify top talent, engage at the right moment, and personalize outreach for maximum conversion

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Identify High-Value Advisor Talent

Access real-time intelligence on 760,000+ RIA and broker-dealer reps, including AUM, investment focus, and custodian relationships, to target the right advisors.

Track Advisor Movement

Get real-time alerts on advisor movements, firm mergers, and team breakaways, ensuring proactive outreach at the right moment.Leverage AI-driven relationship intelligence to find connections and secure warm introductions to decision makers.

Leverage AI-Driven Relationship Mapping

Uncover warn introductions to advisors, strengthening engagement and improving recruitment success rates.

Streamline Outreach & Personalization

Automate advisor segmentation and tailored messaging based on career history, investment strategy, and past firm affiliations to enhance recruiting efficiency.

INDUSTRY-LEADING DATA

Unparalleled Data Accuracy & Coverage

Real-time intelligence on 40,000+ RIA and broker-dealer firms and 760,000+ advisor contacts, including AUM, investment preferences, custodian relationships, regulatory data, and personnel movements.

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CUTTING-EDGE ARTIFICIAL INTELLIGENCE

AI-Driven Alerts, Trends, and Advisor Movement

Automate advisor segmentation, personalized messaging, and data-driven prospecting to streamline the recruiting process and increase conversion rates.

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CONNECT WITH CONFIDENCE

Detailed Contact Information

Target advisors with detailed employment history, job titles, LinkedIn profiles, firm affiliations, offices, email addresses and phone numbers.

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Frequently Asked Questions

How does FINTRX ensure data accuracy compared to competitors?

What makes FINTRX different from other private wealth data provides?

How do you ensure the data is accurate?

Will FINTRX conduct outreach to prospects on my behalf?

What platforms does FINTRX integrate with?

What type of firms use FINTRX to distribute their funds?

$23.5 Trillion

total assets tracked

11.4 Million

total data points covered

FUNDRAISING

Family Office & Investment Advisor Data Optimized For Fundraising

Access to family office and investment advisor data for fundraising purposes has never been easier. Our intelligent registered investment advisor data is engineered to efficiently deliver comprehensive and accurate data. Using automation, artificial intelligence and our expansive research team, we put real time data in your hands to ensure successful outcomes.

ANALYSIS

Growth metric - Assets managed by registered investment advisors has grown to $16.5 trillion in the last year.

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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