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LEAD GENERATION WITH FINTRX
Identify & Prospect into High-Intent RIAs and Family Offices
Unlock High-Value Prospects with FINTRX’s AI-Driven Insights
Instantly surface RIAs, broker-dealers, and family offices that align with your product or service, eliminating wasted outreach.
Build a Robust Pipeline
Identify RIAs, family offices, and broker-dealers most likely to adopt your solutions based on firm attributes, investment strategies, and technology usage.
Reduce Manual Research
Stay ahead of market shifts with AI-Driven News Summaries, ensuring outreach is timely and tailored based on the latest industry developments.
Approach Prospects with Relevant Context
Uncover existing connections, shared affiliations, and optimal points of entry into target firms—reducing cold outreach and increasing engagement rates.
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, 760,000+ advisor contacts, 4,300+ family offices, and 25,000+ family office contacts.
- Identify the current TAMPs and technology platforms used by RIAs, wealth teams, and family offices
- Access email addresses, phone numbers, LinkedIn profiles, and firm affiliations for streamlined outreach and engagement
- Receive alerts and notifications on recent news and firm updates
CUTTING-EDGE ARTIFICIAL INTELLIGENCE
AI-Driven Research, Analytics, and Insights
AI-driven intelligence, relationship mapping, and real-time insights to streamline prospecting 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 for prospecting and lead generation?
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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