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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.

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Life at FINTRX

Collaborative With a Shared Mission

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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

September 15 2025

5 Largest Family Office Direct Deals of August 2025

Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real estate, healthcare, and emerging market finance. Leveraging FINTRX family office data, we..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
September 15 2025

5 Steps to Advisor Recruiting Using FINTRX

Recruiting top investment advisors is a challenge that requires both precision and efficiency, meaning firms need to be leveraging the most cutting-edge tools in order to gain a strategic edge. FINTRX—the leading AI-driven private wealth..

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September 10 2025

How to Use FINTRX to Identify RIAs Using Competitor Funds—And Strategies to Replace Them

For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are..

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September 9 2025

10 Reasons Top Firms Are Switching to FINTRX in 2025

The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset..

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