Explore the latest product developments and happenings at FINTRX, the leading wealth management & investment data intelligence solution. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the FINTRX product and user experience. Continue reading for more on the latest company & product updates, recent data reports and what's new at FINTRX!

Product Updates & Additions

FINTRX Endowments & Foundations Data 

Boost your asset raising with access to the largest global foundations & endowments

+ Leverage data on endowments & foundations and their key contacts with comprehensive profiles and investment strategy data
+ Track investible capital, asset flows, investments used and more to monitor key trends for top-performing institutions
+ Disseminate funds and investment products directly to endowments & foundations with direct contact information for key decision-makers and intelligent relationship mapping
+ Conduct market research & competitive intelligence on financial products within the nonprofit investment sector
+ Seamlessly tap into vast networks of nonprofit investors with advanced filtering functionality, AI search & analysis, and user-friendly interfacing and workflow tools

Learn more about our new Endowments & Foundations data solution >>

Personalized Rep & Advisor Data 

Leverage millions of advisor datapoints covering personal contact information, demographics and more to:

+ Build personalized messaging that resonates with the individual rep’s life circumstances, such as location, passions, interests, tenure or career stage
+ Create localized recruitment campaigns with a deep understanding of where reps are based, helping firms target key geographical regions
+ Enable more effective relationship building by cutting through corporate layers and speaking directly to reps in their personal capacity

Learn more about the new advisor datapoints >>

Industry Firm & Rep Accolades for 2024 

Pinpoint and get key insights into the top-performing financial advisors and RIA firms in 2024

Request a Demo of Our Newest Features >>

Industry News & Data Reports

FINTRX Family Office & RIA Data Report | Q3 2024

Explore activity within the family office and investment advisor ecosystems throughout Q3 2024 as well as an overview of updates and additions made to proprietary datapoints throughout the quarter. The report features data-driven insights on key metrics such as assets under management, alternative investments, fee models, geographic distributions, asset allocations, family office direct investments and more.

RIA & Broker Dealer Roundup | October '24

Read the full roundup >>

The Top 10 Endowments - Powered by FINTRX

Read the full article >>

Client Testimonials

Recent Events

FINTRX New Employees

The FINTRX team continues to grow 🚀 Welcome to our seven newest team members!

• + Joe Sullivan, Sr. Business Development Director
  + Max Horton, Business Development Analyst
  + Olivia Giacalone, Business Development Analyst
  + Ryan Ginsberg, Director of Data Integrations
  + Spencer Walnista, Business Development Analyst
  + Steven Dhooge, Business Development Analyst
  + Troy Galarneau, Business Development Analyst
  

Interested in joining the FINTRX team? Check out our current openings here >> 

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.