How FINTRX Helps Wealth Management & RIA Recruiters Find Top Talent

Find the Right Candidates with Precision

Finding high-quality advisors shouldn't feel like searching for a needle in a haystack. FINTRX helps you pinpoint the perfect candidates with powerful filtering, AI-driven insights, and more to ensure every search is targeted and strategic.

Advanced Candidate Filtering: Search by location, industry tenure, licenses, disclosures, rep AUM, firm affiliations, hiring trends, and breakaway advisor movements—giving you proactive recruitment intelligence.
AI-Powered Tools: Uncover valuable connections with relationship mapping technology and leverage warm introductions through personalized connectivity scoring.
Real-Time News Alerts: Stay updated with customizable alerts on advisor movements, firm changes, and key industry updates so you never miss an opportunity.
Seamless Workflows: Leverage built-in CRM tools & API data feeds to log notes, assign tasks, set reminders, and track progress with ease. Optimize existing data and drive better prospecting outcomes.

Leverage AI for Smarter, More Efficient Outreach

FINTRX goes beyond traditional search tools by incorporating proprietary AI-driven solutions that make recruiting faster and more effective.

AI Search: Type or speak your query, and AI instantly delivers precise candidate results.
Relationship Path: Uncover strategic industry connections to streamline outreach (see it in action).
AI Analyst: Analyze hiring trends, ask complex talent acquisition questions, and make data-driven decisions—all with natural language prompts like:

Seamlessly Integrate FINTRX Data into Your Workflow

No recruiter has time for disjointed systems and manual data entry. That’s why FINTRX works alongside your existing tools, streamlining your workflow and making recruiting more efficient.

Direct Interfacing with LinkedIn: Access verified email addresses and phone numbers, investment data, professional history, associated firm info and more directly within LinkedIn.
Built-in CRM & API Integration: Sync recruitment data across platforms, ensuring smooth workflows—log notes, assign tasks, set reminders, and track progress effortlessly.
Mobile Access via the FINTRX iOS App: Stay connected anywhere, anytime with full access to recruitment insights on the go.
Personalized Advisor Data: Gain deeper insights into individual advisors, including personal emails, mobile numbers, home addresses, hometowns, languages spoken, and age across a rapidly expanding database of independent reps and wirehouse advisors.

>> Read More: FINTRX Launches Personalized Data Suite to Enhance the Way Firms Recruit Advisors <<

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.