<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
FINTRX logo navy & blue
START YOUR FREE TRIAL

GET STARTED

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.
FINTRX_team_FP

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 9 2026

RIA & Broker-Dealer Roundup: March '26 Moves, M&A Deals & Emerging Players

In the March 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 firm..

Read More

Get the latest RIA news delivered to your inbox

Subscribe
April 7 2026

Family Office Conferences & Events: The Complete 2026 Calendar

Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an..

Read More
April 2 2026

Top 10 Data Sources to Integrate Into Your AI Platforms (and Why It Matters)

AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distribution strategy. But most workflows still break down in the same place: data. Without..

Read More
April 1 2026

Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate

Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,..

Read More

DATASETS

 

PLATFORM & INTEGRATIONS

RESOURCES

COMPANY

COMPARE US