Uncover & Rank Leading Advisors by AUM 

Search & analyze the industry's most influential wealth advisors by AUM, growth velocity and industry tenure.

 

Intelligent Data
One for all.

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Sales

Uses BuyerAssist to close more deals and grow accounts faster
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Sales

Uses BuyerAssist to close more deals and grow accounts faster
forecast

Sales

Uses BuyerAssist to close more deals and grow accounts faster
forecast

Sales

Uses BuyerAssist to close more deals and grow accounts faster
RANK & ANALYZE REPS BY ASSETS

Access Individual Rep AUM

FINTRX delivers a clear and organized path to uncover top performing reps, their book of business & how they stack up against other reps at their firm, in their respective state and within the advisor ecosystem as a whole. 

  • Powerful visual ranking & analysis tools
  • Pair rep AUM data intelligence with 150+ filters
  • Pinpoint rising advisors with exceptional performance
RIA advisor AUM
POWERFUL SEARCH FILTERS

Search & Filter Elusive AUM Data

Our powerful yet easy to use search filters allow you to drill down to uncover the AUM data and insights your firm needs. 

  • Build cohorts on top performing reps
  • Filter by AUM ranges or specific AUM amounts
  • Search by rapidly ascending reps with high growth velocity
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Explore Additional Data Features 

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Detailed Contact Information

Comprehensive details on key decision makers

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Track Investment Activity

Efficiently monitor asset allocations

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Contact Relatability Scores

Leverage AI to unlock hidden networking opportunities

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Alerts & Notifications

Monitor alerts & notifications delivered daily

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AUM Coverage

Expansive AUM details to help you map the right families

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Key Growth Signals

Monitor firms with high impact asset growth signals

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Territory Builder

Build advisor and rep territories & track new additions and changes

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Visual Map Search

Visually query down to the street level to better plan travel and meetings

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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