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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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Data Intelligence on Family Offices, RIAs, Broker-Dealers, Wealth Teams, and E&Fs
Fund Distribution
Empower your ETF, mutual fund, and product distribution efforts with actionable insights tailored to your goals. Leverage robust FINTRX data to uncover trends, analyze holdings, optimize your distribution strategies, and identify key market opportunities.
Asset Raising
Target the right investors, personalize outreach, and accelerate capital-raising efforts with AI-driven intelligence and comprehensive data on over 4,000 family offices, including investment preferences, direct investment activity, and key decision-makers.
Advisor Recruiting 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.
Hear What Our Clients Have to Say
"As a long time Discovery Data user, FINTRX has been a breath of fresh air allowing us seamless access to investment advisor and registered rep data." - Jud Mackrill, Partner, Mammoth VC
"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe." - Will Dombrowski, Partner, Apis Capital
"FINTRX has allowed us to tap into the family office channel across our multiple strategies in a way we could not do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX." - Michael Davis, NewSpring Capital
"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments." - Samantha Ory, Ouroboros Group
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Gahwyler, Measure 8 Venture Partners
"The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals' and firms' investment goals has proved invaluable when approaching potential new investors." - Benjamin F. Byrd IV, Ramston Capital
Explore Our Data Intelligence
FINTRX provides best-in-class data intelligence on the global private wealth ecosystem.
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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!
Powerful Yet User Friendly Interface
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...
Mammoth VC Case Study
How Mammoth VC leverages FINTRX to source relevant fund investors...
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
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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
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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