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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence
A Better Way to target advisors & LP's

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.

Trusted By
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MARKET INTELLIGENCE

Uncover Valuable Family Office & Registered Investment Advisor
Market Intelligence 

FINTRX CRM
FINTRX CRM

Trusted by

$23.5 Trillion
 
total assets tracked
11.4 Million

total data points covered
FINTRX
PRIVATE WELATH DATA INSIGHTS

Private wealth Market Intelligence 

Map, access and better understand the global family office and registered investment advisor ecosystem. FINTRX empowers you to keep your finger on the pulse of the rapidly changing and hard to understand private wealth market.

Analysis
ANALYSIS
Growth metric - Seventy four percent of all global single family offices have been created after the year 2000.

Powerful Yet User Friendly Interface

  • Access to 375+ advanced search filters and query options
    Find relevant decision makers in a snap with powerful...
    Find relevant decision makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it. Filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and more...
  • Smart lists keep your data accurate at all times
    Use our Smart Lists technology to ensure your lists & data...
    Use our Smart Lists technology to ensure your lists & data are kept accurate at all times. Sort and filter by hundreds of data points, monitor important updates, download custom exports and segment by territory. 
  • Custom news alerts and notifications
    Customized news alerts and notifications deliver actionable...
    Customized news alerts and notifications deliver actionable and timely outreach triggers designed to put relevant news mentions and notable changes in your hands. Receive notifications within the FINTRX platform or via email so you never miss a thing.
RIA expanded search
RIA lists
family office direct deals
FEATURED CUSTOMER CASE STUDY

Discover How $2B PE Fund NewSpring Capital Leverages FINTRX to Efficiently Fundraise From Family Offices & Registered Investment Advisors.

"FINTRX has allowed us to tap into the family office channel in a way we have not been able to do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX. "
Michael Davis, NewSpring Capital
>> Read Case Study

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

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RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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