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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence
A Better Way to target advisors & LP's

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.

Trusted By
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GO-TO-MARKET CAMPAIGNS

Power Your Go-to-Market Campaigns With Intelligent Family Office & Registered Investment Advisor Data

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Trusted by

  • Pagaya
  • Natixis
  • JPI Partners
  • JMP Group
  • Cantor Fitzgerald
$23.5 Trillion
 
total assets tracked
11.4 Million

total data points covered
fintrx
GO-TO-MARKET

Turbo Charge Your Go-To-Market Campaigns

Access your target audience with our data segmentation tools to ensure your messaging lands with the right audience.

Analysis
ANALYSIS

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

Powerful Yet User Friendly Interface

  • Access to 375+ advanced search filters and query options
    Find relevant decision makers in a snap with powerful...
    Find relevant decision makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it. Filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and more...
  • Smart lists keep your data accurate at all times
    Use our Smart Lists technology to ensure your lists & data...
    Use our Smart Lists technology to ensure your lists & data are kept accurate at all times. Sort and filter by hundreds of data points, monitor important updates, download custom exports and segment by territory. 
  • Custom news alerts and notifications
    Customized news alerts and notifications deliver actionable...
    Customized news alerts and notifications deliver actionable and timely outreach triggers designed to put relevant news mentions and notable changes in your hands. Receive notifications within the FINTRX platform or via email so you never miss a thing.
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FEATURED CUSTOMER CASE STUDY

Discover How Wells Fargo Leverages FINTRX to Efficiently Access the Family Office & Registered Investment Advisor Ecosystem.

"FINTRX has done the hard work identifying single & multi family offices across the world and the information FINTRX has is extremely difficult to find."
Thomas Gutterman, Wells Fargo
>> Read Case Study

Power your go-to-market efforts with FINTRX data

Book more meetings, increase efficiency, and expand your network

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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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