Family office & registered investment advisor data for
FINTRX lets you define what constitutes a core, power, and casual user, and conduct analysis on your own terms. Visualize differences in
Product Teams
Product Teams
Product Teams
INVESTMENT BANKS
Source Private Wealth Leads For Your Bank
Family Office & RIA Data
Tailored For Investment Banks
Join the hundreds of investment banks who trust our unparalleled data and intuitive prospect management tools to efficiently source deal partners.
Source Investors For Your IB
Save time by prospecting into the right allocators at the right time
Uncover Investors For Your Deals
Pinpoint the right investors that invest in companies you represent
Access to IB Focused Contacts
Find and access the specific decision makers responsible for evaluating private companies
Your Private Wealth Investment Banking Questions Answered
FINTRX solves for critical questions, such as...
Which family offices make direct investments?
Who has recently invested in private deals?
Which family offices make co-investments into private deals?
Who in my network can introduce me to future deal partners?