In today’s fast-moving private wealth landscape, successful capital raising depends on having access to accurate, actionable data. FINTRX, the leading family office and RIA intelligence platform, equips asset-raising professionals with the tools they need to uncover opportunities, streamline workflows, and connect with the right investors. With a robust database of single and multi-family offices, RIAs, and broker-dealers—plus powerful search, reporting, and analytics features—FINTRX is the all-in-one solution for professionals looking to raise capital in the private wealth space. 

5 Reasons Why FINTRX Is Essential for Private Wealth Fundraising Professionals

For fund managers, private bankers, and wealth advisors, accessing high-quality data is key to capital-raising success. FINTRX is the leading private wealth intelligence platform built to simplify and supercharge your fundraising efforts. Whether you're identifying potential investors, discovering new opportunities, or tracking outreach, FINTRX empowers you to raise capital with greater precision and efficiency.

1. Access Robust Data on Family Offices, RIAs & Broker-Dealers

FINTRX offers a comprehensive and continually updated database of over 3,600+ family offices and 39,000+ RIAs and broker-dealers globally. This rich data includes investment focus, AUM, asset class preferences, investment minimums, and key decision-makers—all critical insights for capital raisers.

With daily updates and deep coverage, FINTRX enables users to:

• → Identify aligned investors quickly
  → Understand investment mandates
  → Stay ahead of shifts in the private wealth ecosystem

2. Leverage 375+ Advanced Search Filters for Smarter Targeting

The FINTRX platform features 375+ customizable search filters to help you narrow down prospects based on investment criteria, firm characteristics, and geography.

Key Search Capabilities: 

→ Filter by investment preferences, AUM, industry of wealth, region, and more
→ Access real-time updates on firm activity and decision-maker moves
→ Save and organize custom searches for ongoing outreach
→ Use smart filters to ensure relevant and qualified targeting

FINTRX combines user-friendly functionality with enterprise-grade depth, allowing you to work smarter, not harder.

3. Drive Decisions with Real-Time Reporting & Analytics

FINTRX equips users with powerful reporting and analytics tools to track trends, measure performance, and visualize market dynamics.

Key Reporting Features:

→ Custom Reports: Generate insights tailored to your fund or strategy
→ Real-Time Data: Stay ahead with live updates and alerts
→ Investment Insights: Explore investor history, asset allocation trends, and preferred sectors
→ Geographic Distribution: Visualize market opportunities by region (map, card, and table views)
→ Team Intelligence: Access contact data, rep movements, backgrounds, and relationship overlaps

4. Seamlessly Integrate with Your CRM & Tools

FINTRX integrates effortlessly with platforms like Salesforce, HubSpot, Navatar, Snowflake, DealCloud and more—ensuring that your workflows remain smooth and connected.

5. Get Personalized Support from a Dedicated Team

With FINTRX, support goes beyond onboarding. Each user is paired with a dedicated account manager to ensure long-term success.

Key Reporting Features:

→ Multi-Channel Help: Access support via chat, email, or phone
→ Tailored Onboarding: Personalized sessions, walkthroughs, and training
→ Regular Check-Ins: Ongoing guidance to optimize platform use
→ Educational Resources: Access to webinars, whitepapers, and best practices
→ Client-Driven Improvements: Your feedback helps shape our roadmap

Whether you're a solo user or part of an enterprise team, FINTRX ensures you’re supported every step of the way.