FINTRX Data Feeds: Custom Solutions for Smarter Prospecting & Business Growth

Custom File Delivery & Exporting

Every organization has unique data needs, and FINTRX's API feeds provide fully customizable file delivery options to help meet them. With access to hundreds of firm and contact data fields, users can extract and integrate the most relevant insights directly into their internal systems.

✔  Secure Custom File Formats –  Securely export datapoints in the format that best fits your system requirements
✔  Tailored Data Fields – Select from a wide range of firm and contact attributes to get the exact records and insights you need
✔  Seamless Updates & Scalability – Automate data syncing to keep records accurate and up-to-date at all times and easily scale your data feed as your needs evolve

Multiple Delivery Methods

FINTRX provides flexible delivery methods to ensure smooth integration with your existing platforms. Whether you use a dedicated CRM or proprietary internal systems, FINTRX offers seamless compatibility with both leading platforms and custom data structures. Delivered via Secure File Transfer Protocol (SFTP) or External Webhook API methods, FINTRX ensures that your data is delivered exactly where, when, and how you want it.

Snowflake - Data Warehousing

Snowflake is a cloud-based data platform that allows for easy storage, integration, scalability, and management of data. It provides a SQL interface to query and analyze data, as well as a variety of data warehousing and data sharing capabilities, making it a popular choice for companies looking to store and manage large amounts of data. It enables data storage, processing, and analytic solutions that are faster, easier to use, and far more flexible than traditional offerings.

By integrating directly with Snowflake, FINTRX offloads data infrastructure management, allowing users to easily access and manage large quantities of data and focus on analysis, visualization, and extracting insights on the millions of FINTRX wealth management and investment datapoints.

Key Benefits:

✔  Unlimited Scalability: Snowflake can accommodate ever-expanding datasets with full processing capabilities
✔  Flexibility: Users can easily adjust data structures and schemas to fit their needs
✔  Accessibility & Collaboration: Snowflake provides access to FINTRX data from anywhere, allowing instant data sharing among users and fostering better communication & teamwork
✔  Real-time Data Analysis: Ensures that users can derive valuable insights based on the most up-to-date information

Experience Smarter Prospecting & Business Growth

Integrating FINTRX data directly into your tech stack isn’t just about efficiency—it’s about gaining a competitive edge. By automating data flow, eliminating manual processes, and embedding real-time private wealth intelligence into your daily workflows, you can make smarter decisions, drive stronger business growth, and optimize prospecting efforts.

Ready to integrate FINTRX data into your systems? Contact us today to explore how our customized data solutions can transform your business strategy.

About FINTRX

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.