A Company Fueled by Innovation & Teamwork
Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.



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.
Press & Media Mentions

FINTRX CEO Named Top 100 CEO In Boston
Comparably

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
Recent Reports & White Papers
5 Family Offices Backing AI-Driven Cybersecurity Ventures
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat detection, they’re backing AI-driven startups with real conviction. This blog highlights..
ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the District of Columbia. FINTRX is proud to be the exclusive data provider for this year’s report.
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How Effective is ChatGPT for Targeting RIAs?
The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,..
How to Use Custodian Data to Recruit Advisors & Expand RIA Relationships with FINTRX
Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,..