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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

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Why choose FINTRX over Discovery Data

Missing opportunities due to stale contact data, inefficient research workflows, and outdated software? FINTRX provides real-time data updates, dynamic relationship mapping, and a modern, intuitive interface to prospect smarter, faster, and with greater precision.

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FINTRX blends automation + human research to update data daily—not monthly or quarterly. Our data is collected and verified through a combination of AI-powered automation and a dedicated research team, ensuring you have access to the most current intelligence.

check-circle AI-Powered Prospecting

Manual filtering and outdated lists slow you down. FINTRX AI delivers natural language search, predictive analytics, and relationship mapping to help you find the right prospects, at the right time, with the right message.

check-circle Modern UI and Workflows

FINTRX invests in innovation across the platform to enhance your workflows with dynamic relationship mapping, smart prompts, and CRM integrations—making it feel more like a powerful co-pilot than a static database​​.

AI-POWERED PROSPECTING

Go Beyond Data—Get Intelligence

FINTRX combines the most comprehensive private wealth dataset with a suite of AI intelligence tools that leverages natural language search, predictive analytics, and relationship mapping to turn private wealth data into real-time, actionable insights.

  • Natural language AI search & prospecting
  • AI to analyze trends, map relationships, prep for meetings, and more
  • Intelligence personalized and tailored to you
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DATA YOU CAN TRUST

Real-Time Insights, Not Static Lists

Unlike legacy databases, FINTRX gives you industry-leading data along with context, timing, and a roadmap to action.

  • AI-driven firm news & trends
  • Finds your best entry path into an organization
  • Analyze ETF holdings, AUM trends, direct investments, and more - in seconds
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BEYOND BASIC CONTACT INFO

Powerful Relationship Intelligence

Don't rely on a list of names and emails. FINTRX shows you who knows who—and how.

  • Identify shared alumni, past employers, and mutual connections.
  • Visualize org charts and decision-makers within firms.
  • Strategize outreach based on actual affinity, not guesswork.
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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.

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5 Reasons Asset Managers are Ditching Their Legacy Providers & Switching to FINTRX
 

Hear What Our Clients Have to Say

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"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
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