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Family Office & Registered Investment Advisor Data For

FINTRX provides accurate and comprehensive private wealth intelligence - empowering you to book more meetings, increase efficiency & expand your network.

Asset Managers Raising Capital IR & Marketing Teams Sourcing LP's Asset Raising Teams Monitoring Your Prospects Proactive Fundraising PE & VC Firms Exploring Your Network Real Estate Firms Hedge Funds Investment Banks Fund Administrators Consultants Prime Brokers Private Companies Search Firms Service Providers Nonprofits
FINTRX Platform, RIA Database, Family Office Database
 
 

Explore Our Data Intelligence Modules

FINTRX provides best-in-class data intelligence on the global Family Office & Registered Investment Advisor Ecosystem. 
Family Office Data

Family Offices

Global family office entity and contact decision maker intelligence
investment reps

Investment Advisors

End-to-end investment advisor & broker dealer data and research
brokers

Broker Dealers

Comprehensive intelligence on broker dealer firms and contacts
endowment database

Endowments

Coming soon...


Trusted by Industry Leaders

Meet a few of our trusted customers

Best in class asset managers and financial services firms lever FINTRX to map, access, and sell into the global family office & registered investment advisor ecosystem. Learn more below!

CUSTOMER CASE STUDY

Discover How Wells Fargo Leverages FINTRX to Efficiently Access the Family Office & Registered Investment Advisor Ecosystem.

"FINTRX has done the hard work identifying single & multi family offices across the world and the information FINTRX has is extremely difficult to find."
Thomas Gutterman, Wells Fargo
>> Read Case Study
PRIVATE WEALTH DATA INTELLIGENCE

Identify, Access, & Sell Into Family Offices & Registered Investment Advisors

FINTRX offers comprehensive private wealth data intelligence on Family Offices and Registered Investment Advisors (RIA's). Our data ensures you have access to current and accurate information - driving more meetings, increased efficiency & growth for your business.

 



Data Points

3.3B

Searchable Fields

375

Family Office Records  

40,000+  

RIA & Broker Dealers

1.5M+

Direct Emails

650K+

Investable Assets

$115T

Monthly Updates

100K+

FINTRX Native Fields

75+

RIA Database | FINTRX

Powerful Yet User Friendly Interface

RIA expanded search
RIA lists
family office direct deals

Intelligent Private Wealth Data. Simplified. 

Industry leading asset managers & financial service firms trust FINTRX to deliver best-in-class private wealth data. 
  • Nuveen
  • Northern Trust
  • BlackRock
  • CITIbank
  • Houlihan Lokey
  • Charles Schwab

Wells Fargo Case Study

See how Wells Fargo increased their family office coverage...

>>Read Case Study

NewSpring Case Study

How NewSpring Capital leverages FINTRX to source family offices...

>>Read Case Study

Ouroboros Case Study

See how the $4B Ouroboros Group sources families with FINTRX..

>>Read Case Study

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

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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