.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
Why choose FINTRX over AdvizorPro
FINTRX isn’t just a database — it's an intelligence platform tailored to the unique needs of asset managers and firms serving the private wealth space. While newer market entrants depend exclusively on web scraping, FINTRX takes a forward-thinking approach to deliver continuously updated, accurate data, fused with an intelligence layer —ensuring you connect with the right people at the right time.
AI-Driven Platform
AI at FINTRX doesn’t just give you a static list; it shows you the right prospects, the right path for a warm intro, and the actionable triggers that drive the right outreach at the right time. We don’t just aggregate data; we transform it into intelligence that drives results.
Dedicated Research Team
A 70+ person research team meticulously verifies and updates records, ensuring unmatched accuracy. Combining AI automation with expert human oversight allows FINTRX to provide real-time, high-quality intelligence that surpasses outdated, static data sources.
Suite of Integrations
FINTRX offers direct CRM integrations with Hubspot, Salesforce, DealCloud, Microsoft Dynamics, and more. Additional API and external data feeds are available for integration into your internal systems, databases, or proprietary platforms.
COMPREHENSIVE, ACCURATE & TIMELY
Unmatched Data Depth & Accuracy
We never compromise on data integrity. Our fundamental approach ensures you’re always acting on the freshest, most reliable info—unlike outdated static lists from older providers.
- AI-Driven Data Ingestion
- Machine Learning & AI Refinement
- Human Research Validation
SEAMLESS DATA INTEGRATIONS
Sales Enablement, Not Just CRM Integration
FINTRX gives your sales team more than a list — it gives them a strategy. Direct CRM integrations allow you to seamlessly sync firm, contact, and investment data into your existing workflows.
- Send FINTRX records directly to you CRM
- Generate new leads and keep existing records up to date
- Enrich your existing data
SUPPORT THAT UNDERSTANDS YOUR BUSINESS
Trusted Team of Experts
FINTRX doesn’t just teach the platform — we help build your go-to-market. Our team brings deep industry expertise, with professionals who have worked at leading financial data providers and investment firms, giving us a unique advantage in understanding market gaps, data challenges, and the real needs of asset raisers and business development teams.
FROM THE BLOG
5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX
The days of static, outdated wealth intelligence are over. Asset managers who switch to FINTRX gain a real-time, AI-powered edge over competitors still relying on legacy providers. Here are five key reasons why asset managers are making the switch.
Hear What Our Clients Have to Say
"As a long time Discovery Data user, FINTRX has been a breath of fresh air allowing us seamless access to investment advisor and registered rep data." - Jud Mackrill, Partner, Mammoth VC
"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe." - Will Dombrowski, Partner, Apis Capital
"FINTRX has allowed us to tap into the family office channel across our multiple strategies in a way we could not do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX." - Michael Davis, NewSpring Capital
"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments." - Samantha Ory, Ouroboros Group
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Gahwyler, Measure 8 Venture Partners
.png?width=220&height=57&name=all%20white%20fintrx%20logo%20(2).png)
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)