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CAPITAL RAISING WITH FINTRX

Find the Right Investors, Connect with Decision Makers, and Raise Capital Faster

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Smarter. Faster. More Efficient. 

Stay Ahead of the Curve with Real-Time Intelligence on Family Office Investment Activity.

Identify

Identify High-Intent Investors

Find family offices actively investing in your asset class, filtering by past allocations, direct investments, and fund commitments.
Decision makers

Find Your Best Path In

Leverage AI-driven relationship intelligence to find connections and secure warm introductions to decision makers.
forecast

Tailor Your Messaging

Craft tailored campaigns and pitches based on investment activity and personal interests of decision makers.
forecast

Track Activity and Market Trends

Receive alerts and notifications on personnel changes, investment activity, and news to ensure you message is timely and relevant.
COMPREHENSIVE FAMILY OFFICE DATA

Unparalleled Data Accuracy & Coverage

Access 4,300+ family offices and 25,000+ family office contacts, ensuring you have the most accurate, up-to-date intelligence available.

  • Search and filter by AUM, Investment Preferences, Investments, Background Info, and more
  • Deep investment insights & allocation trends on over 30,000 direct investments
  • Career history, education, affiliations, and past firm experience to tailor outreach and build stronger connections​.
  • Find email addresses, phone numbers, and LinkedIn profiles for efficient investor engagement​
FINTRX Fundraising Verified Data
CUTTING-EDGE ARTIFICIAL INTELLIGENCE

Streamline Workflows With FINTRX AI

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
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DATA WHERE YOUR TEAM LIVES

Powerful CRM & Custom 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
FINTRX Integrations & API_Salesforce

Frequently Asked Questions

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How does FINTRX collect this data on Family Offices?
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What makes FINTRX different from other private wealth data provides?
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How do you ensure the data is accurate?
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Will FINTRX conduct outreach to prospects on my behalf?
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What platforms does FINTRX integrate with?
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What type of firms use FINTRX to connect with investors and raise capital?
$23.5 Trillion
 
total assets tracked
11.4 Million

total data points covered
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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
ANALYSIS

Growth metric - Assets managed by registered investment advisors has grown to $16.5 trillion in the last year.

Streamline your fundraising efforts with FINTRX data

Book more meetings, increase efficiency, and expand your network

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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