Family Office & Registered Investment Advisor Data For
FINTRX provides accurate & comprehensive financial data intelligence - empowering you to book more meetings, increase efficiency & expand your network.
See why thousands of financial professionals have ditched their legacy data providers and migrated to FINTRX...
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FINTRX provides best-in-class data intelligence on the global private wealth ecosystem.
WHY FINTRX DATA?
Industry leading financial firms leverage our powerful algorithms and expansive research team to better access the complex and rapidly changing private wealth ecosystem.
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+
Powerful Yet User Friendly Interface
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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...
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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.
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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.
Intelligent Private Wealth Data. Simplified.
Industry leading asset managers & financial service firms trust FINTRX to deliver best-in-class private wealth data.
Wells Fargo Case Study
See how Wells Fargo increased their family office coverage...
NewSpring Case Study
How NewSpring Capital leverages FINTRX to source family offices...
Ouroboros Case Study
See how the $4B Ouroboros Group sources families with FINTRX..
FINTRX In the Press
FINTRX Raises $9M in Series A Funding
Finsmes
More Wealthy Families Are Throwing a Lifeline...
New York Times
Why Family Offices Are Chasing Direct Deals
Business Insider
Look beyond the label in choosing a modern...
Financial Times
6 Family Office Trends In Direct And Venture...
Forbes
Family Office Capital Pumps Up Private-Equity...
Wall Street Journal
Why the hubris of Indian family offices is raising...
Asian Investor
Billionaire Families Reshape Silicon Valley's...
Bloomberg
Family Office Increasing Direct Investments...
Charles Schwab
What are High-Net-Worth Individuals Investing in...
Motley Fool
Rising rich boost stature, growth of family offices
InvestmentNews
Direct Investing Is Rising Among Family Offices
PE Insights
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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