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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

April 29 2026

Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence

Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting fast. The Q1 2026 FINTRX Wirehouse Wealth Teams Report analyzes 7,723 verified wealth teams across..

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April 23 2026

2026 RIA M&A Market Report: Q1 Deal Activity Starts the Year Strong

The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highlighting continued appetite for acquisitions across private wealth from advisors building out their..

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April 22 2026

Track RIA Buyers, Sellers & Advisor Movement with New FINTRX M&A Data

Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, and new decision-makers emerge. For teams targeting Registered Investment Advisors, those moments..

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April 21 2026

Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights

Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building..

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