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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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PROSPECT INTO RIAS & BROKER-DEALERS
For Asset Managers
Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your role and firm. Leverage robust FINTRX data to identify prospects, uncover warm introductions, personalize your outreach, and prep for meetings.
ACCELERATE CAPITAL RAISING WITH PRECISION
For Alternative Fund Managers
Target the right investors, personalize outreach, and accelerate capital-raising efforts with AI-driven intelligence and comprehensive data on over 4,300 family offices, including investment preferences, direct investment activity, and key decision-makers.
PINPOINT & ENAGE WITH TOP ADVISORS
For Recruiters and M&A
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.
SELL INTO THE PRIVATE WEALTH SPACE
For Fintech & Service Providers
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 are saying
"We really did not have any way to prospect new people to TCW. FINTRX completely changed that... FINTRX has personally saved me a significant amount of time in my day-to-day. It’s a one-stop shop for the insights and data we need to bring the best opportunities to the top. It’s unmatched.”
Julia Koller
The TCW Group
"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."
Ben Littman
Pure Financial
"Having that extra tool like AI Analyst that helps craft messaging or prep for a meeting is very valuable. It’s scary cool. It gives you a running list of key points before a call, which is a huge help as we try to get into new spaces and understand the advisors before the meeting even happens.”
Carl Berg
F/m Investments
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