Frequently Asked Questions

FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on family offices, investment advisors, broker-dealers, and wealth teams. Powered by industry-leading AI, FINTRX turns data into action, helping firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth.

FINTRX is an AI-driven private wealth intelligence platform, meaning we don’t just provide data—we provide actionable intelligence. Our platform continuously updates in real-time, leveraging AI-powered insights, relationship mapping, and predictive analytics to ensure you're always acting on the most accurate and relevant information. We don’t just aggregate data; we transform it into intelligence that drives results.

FINTRX provides comprehensive datasets covering the private wealth and financial services industry. These include:

• Family Offices – 4,200+ family offices (single & multi-family) with 24,000+ key decision-maker contacts.
• Registered Investment Advisors (RIAs) & Broker-Dealers – 40,000+ firms and 760,000+ advisors, including wealth teams and rep-level data.
• Endowments & Foundations – 800+ institutions with 5,700+ direct contacts.
• Direct Investments & Private Transactions – 30,000+ tracked family office transactions.
• ETF & Equity Holdings – Detailed insight into RIA and wealth team portfolio allocations.
• Private Wealth Relationship Data – AI-driven relationship mapping to uncover warm introductions.

FINTRX ensures data accuracy and freshness through a three-tiered approach:

1. AI-Driven Data Ingestion – Our platform continuously pulls information from regulatory filings, firm websites, press releases, and other trusted sources.
2. Machine Learning & AI Refinement – AI models clean, structure, and enhance data, identifying patterns and filling in gaps.
3. Human Research Validation – A 70+ person research team meticulously verifies and updates records, ensuring unmatched accuracy.

This hybrid approach—combining AI automation with expert human oversight—allows FINTRX to provide real-time, high-quality intelligence that surpasses outdated, static data sources.

FINTRX data is updated daily through a combination of AI-driven automation and human research validation. Our proprietary data ingestion process continuously collects, verifies, and enhances information from regulatory filings, firm websites, press releases, and direct industry sources.

Additionally, our 70+ person research team refines and validates records to ensure the highest level of accuracy. This constant updating process ensures that users always have access to the most timely, reliable, and actionable private wealth intelligence.

FINTRX primarily focuses on U.S.-based private wealth data, covering family offices, RIAs, broker-dealers, and wealth teams. However, the platform also includes global family offices and select international investment data, particularly for firms with cross-border investment activity. While the deepest coverage is in the United States, FINTRX continues to expand its international data footprint to support users with global investment and fundraising needs.

FINTRX leverages AI to enhance search, analysis, and relationship intelligence, making private wealth prospecting more efficient and insightful. Key AI-powered features include:

• AI Search – Enables natural language queries to quickly surface relevant firms, contacts, and investment data.
• AI Analyst – Provides instant insights on firms, contacts, AUM trends, direct investments, and ETF allocations.
• Best Path AI – Identifies warm introduction opportunities by analyzing personal and professional relationship networks.
• AI-Driven News Summaries – Automatically distills key takeaways from financial news, helping users stay informed.
• Bulk AI Actions – Allows users to analyze multiple firms and contacts simultaneously, streamlining workflows.
• Module-Specific AI Analysis – Offers one-click AI insights within firm profiles, ETF holdings, and investment modules.

By integrating AI at every stage, FINTRX transforms static wealth data into dynamic, actionable intelligence for asset raising, fund distribution, and business development.

FINTRX AI stands out from other financial data platforms by combining best-in-class private wealth data with AI-driven intelligence to surface actionable insights. Key differentiators include:

• Natural Language AI Search – Unlike rigid database filters, FINTRX allows users to search using conversational queries.
• AI Analyst for Instant Insights – Generates firm- and contact-level analysis, identifying trends, allocations, and investment behaviors in seconds.
• Best Path AI for Warm Introductions – Maps relationships to uncover direct and indirect connections for more effective outreach.
• AI-Powered News Summaries – Surfaces key takeaways from relevant financial news, eliminating manual research.
• Dynamic, Continuously Updated Data – Unlike static legacy databases, FINTRX AI integrates daily updates with machine learning refinements and human validation.

By combining deep private wealth data, AI-powered search, predictive analytics, and workflow automation, FINTRX provides a smarter, faster, and more actionable approach to prospecting and relationship intelligence.

FINTRX integrates seamlessly with leading CRM platforms, including:

• Salesforce
• HubSpot
• Microsoft Dynamics
• DealCloud

These integrations enable users to push FINTRX data directly into their CRM, ensuring that firm and contact information stays updated within their existing workflows. Users can also set up automated syncs, enrich CRM records with FINTRX insights, and streamline prospecting efforts without manual data entry.

The FINTRX CRM integration allows users to seamlessly sync firm, contact, and investment data into their existing workflows. Here’s how it works:

1. One-Click Data Sync – Push FINTRX firms and contacts directly into your CRM, eliminating manual entry.
2. Automated Updates – Keep CRM records fresh with real-time data enrichment from FINTRX.
3. Custom Mapping – Match FINTRX fields (AUM, investment preferences, contact details, etc.) to your CRM structure.
4. Bulk Data Transfers – Export multiple records at once for efficient prospecting and pipeline management.
5. Embedded AI & Insights – Leverage FINTRX AI Analyst and Best Path AI within your CRM for enhanced relationship intelligence.

This integration is available for Salesforce, HubSpot, Microsoft Dynamics, and DealCloud, ensuring data accuracy, efficiency, and deeper insights within your CRM environment.

Yes, FINTRX CRM integrations allows full customization of which data fields sync to your CRM. Users can:

• Select specific fields (e.g., AUM, investment preferences, firm details, contact information).
• Map FINTRX data to corresponding fields in Salesforce, HubSpot, Microsoft Dynamics, DealCloud, or Snowflake.
• Control update frequency, ensuring real-time or scheduled data enrichment.
• Sync bulk records or individual entries based on workflow needs.

This flexibility ensures that your CRM remains clean, organized, and enriched with the most relevant FINTRX intelligence for your team’s prospecting and relationship management efforts.

Yes, FINTRX offers both an API and external data feed for direct integration into your internal systems, databases, or proprietary platforms. These options provide:

• Real-Time Data Access – Seamlessly pull FINTRX firm, contact, and investment data into your existing infrastructure.
• Customizable Data Feeds – Select and integrate only the specific data points relevant to your workflow.
• Scalability & Automation – Automate data updates to ensure continuous enrichment and accuracy.
• Secure & Compliant Integration – FINTRX API and feeds follow industry best practices for security and data integrity.

These solutions are ideal for firms looking to embed FINTRX intelligence into internal analytics, CRMs, or proprietary research platforms without manual intervention.

FINTRX updates data within your CRM in real-time or on a scheduled basis, depending on your integration settings. Users can choose:

• Instant Sync – Push individual firm and contact records into your CRM with a single click.
• Automated Updates – Set up scheduled data refreshes to keep records accurate over time.
• Bulk Data Transfers – Export multiple firms and contacts at once for large-scale updates.

This ensures your CRM is always enriched with the latest firm, contact, and investment intelligence from FINTRX, eliminating outdated or incomplete records.

FINTRX prioritizes data security and compliance across all CRM and data feed integrations. Key security measures include:

• Encrypted Data Transfers – All integrations use SSL/TLS encryption to protect data in transit.
• User Authentication & Permissions – Role-based access ensures only authorized users can sync or export data.
• Data Integrity Safeguards – API and data feeds include error handling and validation checks to prevent data corruption.
• Secure Cloud Infrastructure – FINTRX operates on highly secure servers with regular security audits.
• Compliance Best Practices – FINTRX adheres to industry security standards to protect sensitive financial data.

These security protocols ensure that your data remains safe, private, and seamlessly integrated into your internal systems.

FINTRX provides comprehensive onboarding and training to ensure users maximize the platform’s value from day one. This includes:

• Dedicated Onboarding Specialist – A FINTRX expert guides new users through platform setup, CRM integration, and best practices.
• Live Training Sessions – Interactive walkthroughs tailored to your team’s specific use case (asset raising, fund distribution, etc.).
• On-Demand Video Tutorials – Access to a library of step-by-step guides covering key features like AI Search, AI Analyst, and Best Path AI.
• Ongoing Support & Strategy Calls – Regular check-ins to refine workflows, optimize data usage, and ensure long-term success.
• Help Center & Knowledge Base – A searchable hub with FAQs, guides, and best practices.

FINTRX doesn’t just provide a tool—it acts as a strategic partner, ensuring users seamlessly integrate, adopt, and leverage the platform for maximum impact.

No, FINTRX does not conduct outreach on behalf of users. However, the platform equips users with the intelligence and tools needed to optimize their own outreach efforts, including:

• AI-Driven Prospecting – Identify the right firms, contacts, and investment opportunities.
• Best Path AI – Discover warm introduction opportunities within your network.
• AI-Generated Email Drafts – Leverage AI Analyst to craft personalized outreach messages.
• CRM & Workflow Integrations – Push enriched data into Salesforce, HubSpot, and other systems for seamless follow-ups.
• Real-Time Alerts & News Summaries – Stay informed on key prospect activity to reach out at the right time.

While FINTRX doesn’t engage in direct outreach, it empowers users with the best data, AI-driven insights, and workflow tools to drive effective engagement.

FINTRX stands out from competitors like Dakota, Discovery Data, and Preqin by offering a more advanced, AI-powered approach to private wealth intelligence. Here’s how we compare:

• Data Depth & Accuracy – Unlike Dakota and Discovery Data, which rely on static lists, FINTRX provides continuously updated firm and contact intelligence with AI + human verification.
• AI-Driven Insights – While Preqin focuses on institutional investors, FINTRX offers real-time analytics, AI-driven search, and warm introduction mapping tailored to family offices, RIAs, and wealth teams.
• Relationship Intelligence – FINTRX’s Best Path AI uncovers warm introductions, a feature missing in Dakota, Discovery Data, and Preqin.
• Ease of Use & Workflow Integration – FINTRX offers a modern UI, dynamic search, and seamless CRM integrations (Salesforce, HubSpot, Dynamics)—unlike competitors with clunky interfaces.
• Focus on Private Wealth – Unlike Preqin, which is institutionally focused, FINTRX specializes in private wealth channels, helping users connect with family offices, RIAs, and high-net-worth investors.

By combining superior data accuracy, AI-powered insights, and an intuitive user experience, FINTRX delivers a smarter, faster, and more actionable solution for asset raisers, product distributors, and business development professionals.