<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
Navy and blue fintrx logo (1)
START YOUR FREE TRIAL

GET STARTED

The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

A Company Fueled by Innovation & Teamwork

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.

learn more
dots
20

Life at FINTRX

Collaborative With a Shared Mission

IMG_2999

About FINTRX

Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
Active Customers

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & White Papers

November 4 2025

RIA & Broker-Dealer Roundup: October '25 Moves, M&A Deals & Emerging Players

In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm..

Read More

Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
November 3 2025

5 Ways to Use FINTRX to Prep for Conferences

Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry..

Read More
October 31 2025

The Rise of Agentic AI in Financial Services (And What It Means for You)

As artificial intelligence continues reshaping industries worldwide, financial professionals are searching for technology that not only accelerates research but also adapts to their strategy. Enter agentic AI — a rapidly emerging category..

Read More
October 28 2025

Breaking Down AI Elements: Build Your Own Custom Intelligence in FINTRX

Data is only as valuable as the insight you can extract from it. Traditional data platforms—even comprehensive ones—are inherently static and generic. They give you a fixed set of data fields and metrics to work with, which may or..

Read More

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

Request Trial
Video Overview

DATASETS

 

PLATFORM & INTEGRATIONS

RESOURCES

COMPANY

COMPARE US