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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
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About FINTRX

Founded in 2014 and headquartered in Boston, MA, FINTRX is an AI-powered intelligence platform delivering comprehensive data and insights on registered investment advisors and family offices. Fueled by innovation and built by a team with deep industry experience, FINTRX combines millions of verified data points with powerful AI to help financial firms analyze the private wealth landscape and engage with confidence.
2014
Established in Boston, MA
100+
Dedicated Team Members
20+
Countries Served
1,000+
Loyal Clients

Life at FINTRX

Collaborative With a Shared Mission

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 & Research

February 6 2026

How Recruiting and M&A Teams Identify Movable RIAs with FINTRX

Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often..

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February 5 2026

5 Family Offices Investing in E-Commerce Companies

E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to long-term family expertise. When family offices do..

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February 3 2026

How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)

The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells..

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January 28 2026

Top RIA Databases in 2026: Tools Every Distribution Team Should Know

Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting..

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