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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

October 14 2025

What is Form ADV? A Complete Guide for Asset Managers & Service Providers

When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need to understand how RIAs operate, what strategies they employ, and where opportunities exist..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
October 9 2025

5 Largest Family Office Direct Deals of September 2025

Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more. Using verified FINTRX family office data, we spotlight five of the largest direct..

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October 7 2025

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

In the September 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..

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October 3 2025

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..

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