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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

February 18 2025

How FINTRX Helps Wealth Management & RIA Recruiters Find Top Talent

With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong network to secure the best talent—they need data-driven precision. That’s where FINTRX comes in. Our..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
February 11 2025

FINTRX 2024 Product & Data Year in Review

2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and..

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February 6 2025

3 Ways to Transform Meeting Prep with FINTRX AI Analyst

In the fast-paced world of finance, time is money—and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or analyzing market shifts, having the right information at your fingertips can mean the..

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February 3 2025

RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players

The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data..

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