CAPITAL RAISING WITH FINTRX
Find the Right Investors, Connect with Decision Makers, and Raise Capital Faster

Smarter. Faster. More Efficient.
Stay Ahead of the Curve with Real-Time Intelligence on Family Office Investment Activity.
Identify High-Intent Investors
Find family offices actively investing in your asset class, filtering by past allocations, direct investments, and fund commitments.
Find Your Best Path In
Leverage AI-driven relationship intelligence to find connections and secure warm introductions to decision makers.
Tailor Your Messaging
Craft tailored campaigns and pitches based on investment activity and personal interests of decision makers.
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

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

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

Frequently Asked Questions
How does FINTRX collect this data on Family Offices?
FINTRX collects family office data through a multi-layered research process that combines:
- Regulatory Filings & Public Disclosures – SEC filings, ADV forms, and other compliance documents.
- Direct Industry Sources – Data from firm websites, press releases, and investment announcements.
- AI-Driven Data Aggregation – Machine learning identifies trends, fills in gaps, and enhances accuracy.
- Human Research & Verification – A 70+ person research team continuously refines and validates data.
- Proprietary Relationship Insights – AI maps connections between professionals, firms, and investment activity.
This hybrid approach ensures the most accurate, up-to-date, and comprehensive intelligence on 4,200+ family offices and 24,000+ key decision-makers.
What makes FINTRX different from other private wealth data provides?
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.
How do you ensure the data is accurate?
Data accuracy is the foundation of everything we do. Unlike competitors who rely solely on web scraping or manual updates, we take a dual-layered approach:
- AI-powered automation continuously collects, cleans, and structures data from thousands of sources.
- A 70+ person research team meticulously verifies and enhances every record for depth and accuracy. This means daily updates and real-time insights—ensuring you never waste time on stale or incomplete information.
Will FINTRX conduct outreach to prospects on my behalf?
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. 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.
What platforms does FINTRX integrate with?
FINTRX integrates seamlessly with leading CRM platforms, including:
- Salesforce
- HubSpot
- Microsoft Dynamics
- DealCloud
Additionally, FINTRX integrates with Snowflake, and custom data feeds and APIs are available to sync data with other internal platforms.
What type of firms use FINTRX to connect with investors and raise capital?
A wide range of investment firms and asset managers use FINTRX to raise capital from family offices. These include:
- Private Equity (PE) Firms – Seeking family office LPs for fund commitments and direct investments.
- Venture Capital (VC) Firms – Identifying family offices with a history of investing in startups and growth-stage companies.
- Hedge Funds – Targeting family offices interested in alternative investment strategies.
- Real Estate Investment Firms – Finding family offices with direct and indirect real estate investment interests.
- Private Companies – Businesses looking to raise capital directly from family offices.
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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
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
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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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