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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

August 17 2026

Family Office Report: Q2 2026 Trends & Intelligence

The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 96 new firm profiles and 1,487 new contacts added to the platform last..

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August 14 2026

5 Signs an Advisor is Ripe for Recruiting (and How to Spot Them with FINTRX)

The most successful advisor recruiters don't just find names; they find moments. Knowing when an advisor is likely to consider a move is what separates guesswork from precision. FINTRX turns advisor and firm intelligence into actionable..

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August 12 2026

Family Office Investment Activity - July 2026

According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 transactions but still anchored by mega-deals at the top end, including a $10 billion round ..

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August 11 2026

RIA M&A Market Report: July 2026 Deal Activity

The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed acquired AUM. Unlike June, which was dominated by a single outlier deal, July's activity was more..

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