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FUND DISTRIBUTION WITH FINTRX
A Better Way to Access the Investment Advisor & Registered Rep Ecosystem
Enhance your ETF, mutual fund, and product distribution
AI-powered intelligence, real-time data, and targeted relationship insights to streamline advisor prospecting and engagement.
Identify High-Intent RIAs and Broker-Dealers
Pinpoint RIAs actively allocating to your asset class, filtering by AUM, custodians, product preferences, and historical fund flows.
Personalize Your Pitch
Leverage AI-driven relationship intelligence to find connections and secure warm introductions to decision makers.
Track Market Trends and Shifts
Get real-time alerts on AUM shifts, advisor transitions, and firm M&A activity, ensuring outreach is timely and relevant.
Enhance Sales & Marketing Efficiency
Automate prospecting and outreach with CRM integrations (Salesforce, HubSpot, Dynamics) and Bulk AI Actions, enabling scalable yet personalized engagement.
INDUSTRY-LEADING DATA
Unparalleled Data Accuracy & Coverage
Real-time intelligence on 40,000+ RIA and broker-dealer firms and 760,000+ advisor contacts, including AUM, investment preferences, custodian relationships, regulatory data, and personnel movements
- Track AUM, investment strategies, custodian relationships, product allocations, and firm growth trends
- Email addresses, phone numbers, LinkedIn profiles, and firm affiliations for streamlined outreach and engagement
- Track which ETFs RIAs and broker-dealers are allocating to, including fund names, issuers, and percentage of assets held
CUTTING-EDGE ARTIFICIAL INTELLIGENCE
AI-Driven Research, Analytics, and Insights
AI-driven intelligence, relationship mapping, and real-time insights to streamline investor identification and engagement.
- Natural Language Search and Analysis
- Insights Tailored to You and Your Firm
- Powerful Relationship Mapping for Warm Introductions
- Instant Insights with AI Analyst
DATA WHERE YOUR TEAM LIVES
Powerful CRM & Data Integrations
FINTRX direct CRM integrations, data feeds, and APIs enable seamless data transfer and synchronization across platforms.
- Send FINTRX records directly to you CRM
- Keep records up to date automatically in real-time
- Generate new leads and keep existing records up to date
Frequently Asked Questions
How does FINTRX ensure data accuracy compared to competitors?
What makes FINTRX different from other private wealth data provides?
What kind of support and training does FINTRX offer?
Will FINTRX conduct outreach to prospects on my behalf?
What platforms does FINTRX integrate with?
What type of firms use FINTRX to distribute their funds?
total assets tracked
total data points covered
FUNDRAISING
Family Office & Investment Advisor Data Optimized For Fundraising
Access to family office and investment advisor data for fundraising purposes has never been easier. Our intelligent registered investment advisor data is engineered to efficiently deliver comprehensive and accurate data. Using automation, artificial intelligence and our expansive research team, we put real time data in your hands to ensure successful outcomes.
ANALYSIS
Growth metric - Assets managed by registered investment advisors has grown to $16.5 trillion in the last year.
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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