Intelligence for Private Wealth

The private wealth ecosystem, mapped.

Every family office, RIA, and broker-dealer — connected to the people, portfolios, and decisions behind them. FINTRX turns the world's most opaque market into your clearest advantage.

Request a Trial
45,000+
RIA and Broker Dealers
790,000+
Registered Reps
4,600+
Family Offices
1
Platform for private wealth
Trusted By
The Datasets

One platform. Every corner of private wealth.

Family Offices →

Verified profiles of single & multi-family offices — mandates, AUM, direct deals, and the people who decide.

4,600+ family offices · 30K+ contacts

Registered Investment Advisors →

End-to-end RIA intelligence: firm AUM, custodians, asset breakdowns, and rep-level movement.

45K+ firms · 790K+ reps

Broker-Dealers →

Comprehensive coverage of broker-dealer firms, branch networks, and registered representatives.

2,900+ firms mapped

Private Wealth Teams →

Wealth teams inside wirehouses and independent aggregators — with production and book data.

28K+ teams tracked

Banks & Trusts →

FINTRX provides a single dataset to reach the fiduciary decision-makers running the bank and trust channel.

1,900+ institutions · 5,400+ contacts

Endowments & Foundations →

Verified E&F profiles and investment-office contacts, mapped to allocation behavior.

1,500+ firms · 8,100+ contacts

Stock & ETF Holdings →

Advisor portfolio intelligence built from 13F filings — see what they hold before you pitch.

Track holdings through 13F filings

Direct Investments →

Direct company investments, real estate transactions, and private placements — as they happen.

42,000+ Family Office Transactions
Ben Littman
Ben Littman
CFP, Founding Member,
Pure Financial Advisors
Client story
"Almost every meeting I go into, I’m on FINTRX looking up the firm, learning everything I can. It’s become part of my process. It’s like a cheat code. If you’re not using it, you’re behind.”
Read their story
FINTRX AI

Powered by industry leading AI.

Natural-language search across every dataset. No static database, clunky filters, or outdated searching.

✦ FINTRX AI · Natural Language Search LIVE INDEX
❯
Solutions

Built for how your team prospects

FINTRX is designed to give our clients unprecedented access to private wealth intelligence.

For Asset Managers

Fund Distribution

Target the advisors already allocating to your strategy. Portfolio-level intelligence means every outreach lands with context, not cold.

Explore fund distribution →
For Asset Raisers

Capital Raising

Reach family offices and institutions with verified mandates before the round closes. Engage with LPs aligned with your strategy.

Explore capital raising →
For Recruiters & Aggregators

Advisor Recruiting

Track rep movement, custodian switches, and book size across 400K+ advisors. Recruit and acquire ahead of the market, not behind it.

Explore advisor recruiting →
For Wealth & Fintech Teams

Lead Generation

Fill pipeline with highly aligned prospects, enriched with verified contact information and buying signals your team can act on.

Explore lead generation →
Integrations

Intelligence, delivered where you work.

Sync FINTRX records, signals, and alerts straight into your CRM, or integrate raw data into your own models via API.

See all integrations
Salesforce
Native sync
HubSpot
Native sync
Dynamics 365
Native sync
Intapp DealCloud
Native sync
Custom API
Data Feed
Snowflake
Data Share
Request a trial

See the full picture.

Join thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

Request a Trial
The Platform

Built to answer the only question that matters: who, and when.

Data is table stakes. FINTRX layers mapping, tracking, and timing on top — so your next move is obvious.

platform.fintrx.com
⌕ Family offices allocating to private credit…
AUM > $500M Southeast US + Add filter
EntityTypeEst. AUMInterest
Meridian Point FO SFO · Dallas $2.4B Private Credit
Harborline Capital MFO · Miami $1.1B Direct PE
Beacon Ridge Partners RIA · Atlanta $860M Private Credit
Wexford & Rowe SFO · Charlotte $740M Real Assets
Callisto Group MFO · Tampa $620M Private Credit
Get started now

See the full picture.

Join thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

Request a Trial