Houlihan Lokey is pleased to announce that FINTRX, a leading resource for Family Office & Registered Investment Advisor (RIA) data, has raised its Series A round of funding, led by Jason Krantz, Founder and CEO of Definitive Healthcare.

FINTRX provides a software-as-a-service platform that empowers its customers to map, access, and sell into the complex and fragmented world of family offices and registered investment advisors. The platform leverages comprehensive data paired with powerful search functionality and proactive alerts to identify new opportunities within the private wealth ecosystem. FINTRX offers numerous tools within its platform to generate more efficient market research and fundraising efforts, such as tracking investment activity, monitoring new investor opportunities, scouring news mentions, and leveraging the FINTRX Affinity algorithms to uncover their personal relatability to over 800,000+ finance professionals. Combining best-in-class data with sophisticated data science and artificial intelligence, FINTRX provides its clients with the strategic insight necessary to succeed in the highly competitive financial market.

Houlihan Lokey served as the financial advisor to FINTRX. This deal highlights Houlihan Lokey’s long-standing reputation as a leading advisor within the financial information, data, and analytics sector.

Our customers, comprising industry-leading financial service and asset management firms, have shown us that our modern approach of providing smart and dynamic family office and registered investment advisor data is delivering meaningful success. We will continue to innovate and build to further drive these outcomes. 

Operationally, we have our eyes set on building faster, scaling our team, and developing additional private wealth and financial datasets. We will speed up the release of valuable product features and native data integrations. As an organization, expect a significant expansion of our go-to-market business development and client success teams. Our engineering, data science, and data intelligence teams will be bolstered, bringing additional machine learning and artificial intelligence to the platform.

To everyone on this journey with us: our incredible team, our investors, advisors and most importantly - our customers, thank you.

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FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access & map the global private wealth ecosystem.

Request a demo below to see how FINTRX can provide you access to best-in-class data intelligence on the global Family Office & Registered Investment Advisor Ecosystem.