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Intelligent Family
Office Data & Research
Family office database engineered to help you efficiently identify, access, and raise family office capital
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total family office assets tracked
total family office data points covered
FAMILY OFFICE INSIGHTS
Mapping the global family office ecosystem
Identify ideal family offices for your needs by leveraging our expansive data & research. Gain access to an unprecedented 360 degree view of the family office ecosystem—including all families, their investment activity and key decision makers within.
ANALYSIS
Growth metric - Seventy four percent of all global single family offices have been created after the year 2000.
Access Family Offices
Efficiently.
Identify family office prospects
Efficiently identify and access the family offices that best suit your offerings
Find decision makers
Uncover key family office decision makers and investment committee members
Track alerts & notifications
Stay privy to actionable news mentions, new hires, investment activity and more
Expand your family office network
Explore hidden networking opportunities within your data
Feature Rich Family Office Data Access
Key features and functionality to deliver the data you need
Daily Updates
Daily updates to ensure you have the most up to date data at your disposal
Industry Wealth Origin
Understand the source of wealth behind the curtain of each family
Investment History
Uncover previous investments made by the family
News Mentions
Access news mentions to connect with your prospects at the right time
AUM Coverage
Expansive AUM details to help you map the right families
Asset Class Interest
Target the right families based on their asset class of interest
Key Decision Makers
Increase efficiency by seamlessly targeting key decision makers
Allocation Themes
Niche allocation themes - ESG/Impact, cannabis and more
ACCESS DECISION MAKERS
Expansive Contact Information
Trying to find email addresses, phone numbers and other contact info on LinkedIn isn't easy and is incredibly time consuming. Our expansive family office contact information makes connecting with your ideal prospects easier than ever before - saving you time, money and energy in your pursuit of new clients.
TRACK INVESTMENTS
Investment Analytics
Track family office investments and allocations. Uncover previous investments and allocations to better understand where the family is deploying capital. See historical trends and pinpoint future intent signals.
CONTACT RELATABILITY SCORES
Find Your Best Path In
Leverage our Affinity Relatability feature to uncover your best path in to each family office. Affinity has been designed with the help of artificial intelligence and provides you with custom conversation starters, insights on how to relate to each decision maker, and intel about your commonalities with 22,000+ family office professionals.
Trusted by Industry Leaders
Meet a few of our trusted customers
Best in class asset managers and financial services firms leverage FINTRX to map, access, and sell into the global family office & registered investment advisor ecosystem. Learn more below!
Hear What Our Customers 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
"The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals' and firms' investment goals has proved invaluable when approaching potential new investors." - Benjamin F. Byrd IV, Ramston Capital
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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