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.

See why thousands of financial professionals have ditched their legecy data providers and migrated to FINTRX...

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

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FINTRX Platform, RIA Database, Family Office Database

Explore Our Data Intelligence Modules

FINTRX provides best-in-class data intelligence on the global private wealth ecosystem.

Family Offices

Global family office entity and contact data intelligence

Investment Advisors

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

Broker Dealers

Comprehensive intelligence on broker dealer firms and contacts

Private Wealth Teams

Wealth teams within wirehouses & independent aggregators

Stock & ETF Holdings

End to end analysis and coverage of advisor portfolios

Direct Investments

Global coverage of direct investments & private placements

Endowments

Global endowment database entity and contact intelligence

Foundations

Global foundation database entity and contact intelligence

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!

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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+

Powerful Yet User Friendly Interface

Access to 375+ advanced search filters and query options

Find relevant decision makers in a snap with powerful...

Find relevant decision makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it. Filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and more...
Smart lists keep your data accurate at all times

Use our Smart Lists technology to ensure your lists & data...

Use our Smart Lists technology to ensure your lists & data are kept accurate at all times. Sort and filter by hundreds of data points, monitor important updates, download custom exports and segment by territory.
Custom news alerts and notifications

Customized news alerts and notifications deliver actionable...

Customized news alerts and notifications deliver actionable and timely outreach triggers designed to put relevant news mentions and notable changes in your hands. Receive notifications within the FINTRX platform or via email so you never miss a thing.