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AI-Driven Private Wealth Intelligence To Connect With
Powered by industry-leading AI, FINTRX turns data into action, helping firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth.
See why thousands of financial professionals have ditched their legacy data providers and migrated to FINTRX.
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TARGET RIAs & BROKER-DEALERS
Fund Distribution
Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your goals. Leverage robust FINTRX data to identify prospects, uncover warm introductions, personalize your outreach, prep for meetings.
ACCESS THE FAMILY OFFICE ECOSYSTEM
Asset Raising
Target the right investors, personalize outreach, and accelerate capital-raising efforts with AI-driven intelligence and comprehensive data on over 4,000 family offices, including investment preferences, direct investment activity, and key decision-makers.
PINPOINT TOP ADVISORS
Advisor Recruiting
Identify high-potential advisor teams, assess recruitment opportunities, and craft strategic pitches. Perfect for targeting wirehouse teams, independent RIAs, or wealth management entities with data-driven insights to enhance your recruiting and acquisition efforts.
PROSPECTING FOR TAMPS & TECH
Lead Generation
Streamline sales and marketing efforts by identifying ideal prospects, understanding firm-level tech stacks, and uncovering warm paths to decision-makers.
Hear What Our Clients Have to Say
"FINTRX has saved our team hundreds of hours and hundreds of thousands of dollars each year by helping us verify and validate attendees for Future Proof events. The FINTRX team, product, and service are world-class. If you’re in wealth or asset management and not using FINTRX… what are you even doing?"
- Matt Middleton, Founder & CEO, Future Proof
"As a long time Discovery Data user, FINTRX has been a breath of fresh air allowing us seamless access to investment advisor and registered rep data." - Jud Mackrill, Partner, Mammoth VC
"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe." - Will Dombrowski, Partner, Apis Capital
"FINTRX has allowed us to tap into the family office channel across our multiple strategies in a way we could not do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX." - Michael Davis, NewSpring Capital
"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments." - Samantha Ory, Ouroboros Group
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Gahwyler, Measure 8 Venture Partners
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