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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

March 20 2026

Top RIAs in Charlotte

Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional clients, and high-net-worth investors. While the city is often associated with large banking..

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March 18 2026

How to Target Family Offices with Precision Using FINTRX

Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capital is actually deployed. With FINTRX, teams gain structured visibility into allocation..

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March 17 2026

2025 FINTRX Family Office Industry Report

Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform over the past year, offering a data-backed view..

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March 11 2026

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

In the February 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..

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FROM THE BLOG

Top RIAs in Charlotte

Top RIAs in Charlotte