FINTRX: Revolutionizing Investment Intelligence with Comprehensive Datasets

With an extensive and continuously updated database, FINTRX offers users unparalleled access to critical insights on 4,200+ family offices, 40,000+ RIA & broker dealer firms, 25,000+ wealth advisor teams and hundreds of thousands of key contacts behind them. Our platform combines advanced data science, artificial intelligence and dedicated research efforts to deliver the most accurate and actionable information in the wealth management and investment space.

By empowering clients with tools such as custom news alerts, relationship mapping, personalized contact scoring, and native CRM integrations, FINTRX enables financial professionals to identify suitable business opportunities, leverage team networks for enhanced outreach and streamline workflow processes. Whether you're looking to raise capital, distribute financial products or build strategic partnerships, FINTRX provides the resources and insights necessary to thrive in the competitive investment landscape.

Unmatched Data Coverage Across Wealth & Investment Sectors

FINTRX sets itself apart by offering some of the most extensive datasets available for a variety of wealth management and investor channels, including:

Family Offices

Gain access to an industry-leading dataset featuring 4,200+ family offices and 23,000+ associated key contacts, providing a 360-degree view of direct and indirect investments, organizational structures, asset class interests, key decision-makers and so much more.

RIAs & Broker Dealers

Unlock insights into over 750,000 registered investment advisors (RIAs) and broker dealer contacts, arming you with the intelligence needed to stay ahead of market trends, refine investment strategies, and strengthen your competitive edge. Keep up to date on asset flows, advisor transitions and intent signals to navigate the landscape with precision.

Wealth Groups & Advisor Teams

With access to over 25,000 wealth groups and advisor teams, FINTRX simplifies your understanding of wirehouse dynamics, aggregator models and independent wealth management groups, providing the most robust coverage of these teams in a unified platform.

Endowments & Foundations

Armed with over 5,000 endowment and foundation records and millions of proprietary data points, FINTRX delivers trusted insights into institutional investors within the philanthropic landscape, empowering you to forge new connections with top endowments, foundations and other mission-driven organizations.

By offering data across all of these channels, FINTRX enables firms to paint a complete picture of the investment and wealth management ecosystem, unlocking more growth opportunities and fostering stronger connections across the industry.

Advanced Relationship Mapping & Contact Relatability Scores

At the core of FINTRX's innovation are its powerful networking tools and relationship intelligence, designed to help you leverage personal and professional connections to facilitate warm introductions to potential clients or partners.

Relationship Path

Our proprietary Relationship Path feature fully automates the networking process, visually representing connections between individuals and organizations across all datasets. This tool allows users to leverage shared networks to identify the best path into any firm or contact, opening doors to key opportunities and stronger relationships. 

+ Import your LinkedIn connections with a single click
+ Unlock your teammates' networks
+ Enhance visibility & credibility through mutual connections
+ Find your best path to key prospects 

• Affinity Relatability Scoring

• FINTRX Affinity is a feature within our platform that scores and highlights commonalities between you and hundreds of thousands of contacts in the wealth management space. It helps you personalize outreach and build stronger relationships through shared interests and backgrounds. Affinity goes beyond basic contact information, enabling you to prioritize your outreach and hone in on the most promising relationships across all datasets.

+ Humanized outreach to drive warmer introductions
+ Find passions and interests of key prospects
+ Identify your most relatable contacts & your best path in
+ Dynamic score weighting to keep you current

Learn More About Affinity <<

Integrations, Data Feeds & Workflow Tools

FINTRX seamlessly integrates with leading CRM systems like Salesforce, HubSpot, Navatar, Dynamics, DealCloud, and more, as well as custom API data feeds and data warehousing tools such as Snowflake. These integrations enable direct access to FINTRX's robust wealth management and investment data within your existing workflow, streamlining operations and enhancing data-driven insights.

Native CRM Integrations

+ 200+ available firm & contact data fields
+ Customized data syncing & mapping options
+ Real-time data updates
+ Direct CRM access within FINTRX browser extensions
+ Dedicated success team for integration support 

FINTRX Integrations: Streamlining Your Workflow & Boosting Efficiency <<

FINTRX 360° LinkedIn Integration

FINTRX 360 integrates directly with LinkedIn, overlaying FINTRX data and insights within the LinkedIn profiles of wealth management professionals. This allows users to optimize networking efforts, build strategic connections, and win more business, directly within LinkedIn.

+ Sync contacts from LinkedIn to your CRM with a single click
+ View contact information and send emails directly from LinkedIn 
+ Leverage our proprietary Smart Bios with conversation starters & Affinity relatability scores
+ Pull our real-time news engine into LinkedIn and never miss a relevant article

Google Chrome & Microsoft Edge Browser Extensions

Access our data wherever you are on the web with a single click, ensuring you can leverage FINTRX insights without disrupting your workflow.

+ Identify & track prospects directly within your browser
+ Pull in FINTRX data instantly from LinkedIn to streamline your workflows
+ Access updated emails & phone numbers at your fingertips at all times

Custom Alerts & Notifications

Receive real-time updates on developments across family offices, RIAs, broker dealer contacts, wealth teams, endowments, foundations and key contacts. Tailored notifications ensure you never miss critical updates on your targets.

+ Personalized alerts to keep you updated on what's important
+ Custom scheduling and delivery
+ Alerts sent directly to you or in-app

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• AI Search

• Our AI-powered conversational search tool revolutionizes how you interact with FINTRX data. Ask complex questions in natural language and instantly receive accurate, relevant results, drawing insights from all available datasets. Whether searching for potential LPs investing in technology or broker dealers focusing on alternative investments, our AI delivers relevant results instantly.

+ Conversational AI trained on millions of FINTRX data points 
+ Create lists, save searches & build territories
+ Find introduction opportunities, former classmates & plan travel

• AI Analyst

• FINTRX AI Analyst delivers intelligence beyond conventional data and AI offerings—regardless of the use case. Whether your goal is raising capital, distributing ETFs or mutual funds, navigating M&A activities, or recruiting top advisors, AI Analyst automates tedious research and surfaces key insights that enable swifter, more strategic decision-making—and ultimately, stronger business growth.

+ A personal data analyst, fine-tuned with millions of proprietary data points, seamlessly integrated across the FINTRX platform.
+ AI Analyst adapts to user preferences, optimizes prospect connections, and delivers tailored recommendations to maximize outreach effectiveness.
+ Save time by automating the process of uncovering trends and insights that would be difficult or impossible to identify manually.

Tailored To Your Role

→ Asset Raising: Identify target investors, analyze allocation trends, and prepare personalized meeting strategies to secure commitments.
→ Advisor Recruiting: Discover top talent, analyze career trajectories and craft personalized outreach that resonates with advisor strategies.
→ Product Distribution: Drive your ETF, mutual fund and product distribution initiatives with actionable insights. 

iOS Mobile Application

Leverage the power of FINTRX data & tools on any iOS device.

+ Optimized for iPhone & iPad
+ Full search & sort capabilities

About FINTRX

FINTRX is a vertically integrated software and data platform that enables wealth professionals, financial institutions, and asset management firms to seamlessly map, access, and sell into the global family office, broker dealer, and registered investment advisor (RIA) ecosystems. With its advanced AI technology and comprehensive data, FINTRX empowers financial professionals to make more informed decisions, build stronger relationships, and drive business growth. Access to FINTRX data is delivered via its award-winning cloud-based platform, fully integrated iOS mobile applications, and many CRM and API connectors, including Salesforce, Navatar, Hubspot, Snowflake, and others.