2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and in-depth data additions across the FINTRX platform. Our product & data team continues to go above and beyond, expanding datasets and building efficient workflow tools to ensure FINTRX users are fully equipped to effectively tackle the wealth management & investment space, no matter their goals. Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2024.
+ Instantly pinpoint investors and key contacts using your own words
+ Sift through tens of millions of wealth management firm & contact datapoints in seconds
+ Easily identify personal connections, ideal prospects and networking opportunities with industry professionals
+ Leverage seamless access to the extensive FINTRX dataset, with intelligent insights at your fingertips
+ Find your best path into any firm or contact to get your foot in the door
+ Leverage your network and your teammates' connections to foster warmer introductions
+ Instantly import your LinkedIn connections into FINTRX and map out relationships platform-wide
+ Utilize AI-powered introduction requests for fully-automated and personalized outreach
Learn more about Relationship Path >>
+ Input firm & contact data directly into your CRM to maximize your pipeline capabilities
+ Migrate your lists for a more streamlined prospecting workflow and enhanced team-wide organization
+ Single-click integration from firm profiles, contact profiles and lists
Learn more about FINTRX CRM integrations >>
+ Disseminate funds & investment products directly to endowments & foundations
+ Leverage direct contact information for decision-makers & map warm introductions through Relationship Path
+ Gain insight on investor AUM, investment goals & preferences, asset allocations, governance, ESG focus, risk analysis and investment committees
+ Access key market research, conduct due diligence, highlight fundraising opportunities and more
Learn more about FINTRX Endowments & Foundations data >>
+ Uncover potential real estate investors and pinpoint co-investment opportunities
+ Drill into past transactions by property type & class, investment size, common sectors, and property locations to highlight valuable trends and ideal prospects
+ Access details on individual investments & acquisitions, and create alerts for new property transactions
Learn more about Property Transactions data >>
+ Access cell phone numbers, personal emails, home addresses, demographic data and more for thousands of independent & wirehouse advisors
Read more on using Personal Advisor data to enhance your recruiting >>
+ Access detailed insights on ETF holdings including asset classes, categories and management styles within profiles and lists
+ Pinpoint firms holding certain types of ETFs in their investment portfolios from large growth to small value
+ Easily identify firms investing in actively or passively managed ETFs
+ Leverage historical equity investments and trends to uncover key prospects and sales opportunities
Read more about how FINTRX ETF data can boost your distribution strategy >>
+ Search up to 50,000 zip codes or CRD numbers instantly
+ Easily find firms or contacts by their CRDs directly from the search page
+ Copy & paste thousands of zip codes to map out your territories and to plan your travel
+ Segment RIA & broker dealer firms more efficiently to find the relevant firms for your prospecting goals
+ Instantly identify various broker dealer firms, independent RIAs, wirehouses, investment banks and more
+ Easily apply your teammates' saved search filters to your searches
+ Share prospecting views with colleagues instantly for enhanced collaboration
+ Instantly search all RIA brochures by keyword
+ Delve into detailed information on firms' advisory practices, fee types, backgrounds on key personnel and more
+ Get creative in firm searches, uncovering previously hidden insights on RIA operations and strategies
+ Instantly access relevant ETF data columns when building lists
+ Fully automate list customization with pre-populated data columns for relevant ETF styles, categories, portfolio breakdowns, and investment activity
- Relationship Path iOS Mobile App accessibility
- Additional Advised Fund of Funds insights
- Rep Spoken Languages data with filtering capability
- Expanded TAMPs & Tech Stack Utilized coverage
- Smart List Addition tracking capability
- Custom Layouts functionality within list creation
- Associated List Syncing within CRM integrations
- Enhanced custom Mile Radius Location search capability
FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ financial institution & advisor records designed to help industry professionals identify, access and map the global wealth management ecosystem. FINTRX data intelligence covers over 70,000+ financial entities, including family offices, endowments, foundations, RIAs, broker dealers, and advisor wealth teams as well as 750,000+ associated reps & key contacts. Data for every record within FINTRX is aggregated from various public & private sources and regularly verified by an extensive research team to ensure reliable, high-quality data.
Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where capital is flowing, uncover allocation trends, break down investment data, understand market patterns, map business opportunities and much more.