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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.

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A Company Fueled by Innovation & Team

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.

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Life at FINTRX

Collaborative With a Shared Mission

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About FINTRX

Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
Active Customers

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & White Papers

March 26 2025

5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX

The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
March 25 2025

FINTRX & Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform

BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital..

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March 21 2025

How AI is Reshaping Private Equity: Key Use Cases & a Look at Leading Vendors

As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE Stack have produced a comprehensive AI Industry Map to help firms better understand the..

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March 20 2025

5 Steps to Advisor Recruiting Using FINTRX

Recruiting top investment advisors is a challenge that requires both precision and efficiency. With the competitive landscape of wealth management and advisory services evolving rapidly, firms must leverage cutting-edge tools to gain a..

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