AI-Driven Private Wealth Intelligence

RIA & Broker-Dealer Data You Can Trust

Verified, comprehensive, and always up-to-date. FINTRX is the leading provider of AI-powered intelligence, real-time data, and targeted relationship insights to streamline advisor prospecting and engagement.

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C
CAPTRUST
Independent RIA | Raleigh, NC
● VERIFIED
Est. AUM
$1.2T
Contacts
1841
Office Locations
201
Allocation InterestsFY 2026
Private Equity Real Estate Venture Credit
New Acquisition: Stillwater Capital Advisors (MAY 2026)
SOURCE-VERIFIED · VISIT LINK
45K
RIA & Broker-Dealer firms
790K
Registered reps
28K
Advisor wealth teams
Daily
Filing refresh
Ask FINTRX AI

Describe your ideal advisor prospect to FINTRX AI.

FINTRX AI turns your natural-language search into a targeted list of prospects. No filter stacking, no exports to reconcile.

Prompt RIAs in the Southeast over $1B using Schwab, no wrap program
Resolving Entity · RIARegion · SoutheastAUM · $1B+Custodian · Schwab 1.1s

86 registered investment advisers match. Sixty-one custody exclusively with Schwab, and 24 have amended their ADV in the last quarter.

FirmLocationAUMLead contactReps
Ridgeline Advisory Group Charlotte, NC $3.10B Marcus Ellery, Managing Partner 34
Ashcombe Private Wealth Atlanta, GA $2.44B Priya Raghavan, President 19
Waverly Point Capital Nashville, TN $1.82B Grant Holloway, CIO 22
Sandhill Fiduciary Partners Charleston, SC $1.27B Elena Cortez, COO 14
86 firms matchedSourced from Form ADV + research verificationPush to CRMSave as list
Key Use Cases

Identify, Analyze, and Engage with the right advisors

FINTRX turns days and weeks of research, analysis, planning and prep into immediately actionable prospect lists with learn introduction paths.

01 / Territory planning

Identify your target market

Screen the advisor universe by geography, AUM band, custodian, and what firms already hold, then see where your coverage is thin against where the assets actually sit.

  • Geography
  • AUM band
  • Custodian
  • Holdings
  • Firm count
  • Growth rate
Territories and segments built on verified data that match your ICP
02 / Meeting prep

Meeting prep made easy for you

Pull the firm profile, reported holdings, recent advisor moves, and the full team roster into one view the morning of the call.

  • Holdings
  • AUM trend
  • Team roster
  • Recent moves
  • Custodian
  • Prior firms
Walk into every meeting understanding their firm, their role, and your product fit.
Firm profile Reported holdings Recent advisor moves Team roster
03 / Personalized outreach

Create personalize outreach that converts

Reference a position the firm reports, a move they just made, or a growth trend in their book — so the first line of the email is about them rather than about you.

  • Reported positions
  • Registration changes
  • AUM growth
  • Contact role
  • Verified email
No more generic pitches. Create outreach personalized to each prospect to increase response rates.
Hi Bill. I saw you added to emerging markets last quarter and current hold...
"In my opinion, FINTRX is the leader for finding advisors — whether in asset management, fintech... It’s the very best out there, and you should look no further."
Shawn Paulk
Shawn Paulk
Chief Growth Officer · SP Financial Group
Read their story
Monitor SIgnals

Track moves and activity across the RIA market

Advisors move, books grow, allocations shift. FINTRX watches all of it across the registered advisor universe so your team hears about it before the conversation happens without you.

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Rep moves & breakaways Updated daily
  • Marcus Ellery Northgate Securities Ridgeline Advisory Group Breakaway
  • Priya Raghavan Calder Wealth Group Ashcombe Private Wealth Move
  • Grant Holloway Pinecrest Advisors Waverly Point Capital Breakaway
  • Elena Cortez Beaufort Capital Sandhill Fiduciary Partners Move

Registration changes across 790,000+ advisors

AUM growth Trailing eight quarters
$3.10B +18.4% two-year
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4

Reported AUM per firm, quarter over quarter

ETF adoption Share of firms reporting
  • Active ETFs 64%
  • Thematic & sector 48%
  • Fixed income ETFs 71%
  • International equity 57%
  • Buffer & defined outcome 22%

New adopters flagged as positions first appear

Detailed holdings Ridgeline Advisory Group
PositionValueQoQ
  • Large cap blend ETF $84.2M +12.4%
  • Intl developed ETF $61.8M +6.1%
  • Core aggregate bond ETF $47.5M −3.2%
  • Emerging markets ETF $28.9M +21.7%
  • Gold & commodities ETF $14.1M Flat

Position-level detail on every reporting firm

FINTRX MCP

Access FINTRX in your AI tools

AI is no longer limited to training data. It works off live, structured FINTRX data in real time, making every response more accurate and relevant.

The source
FINTRX
  • RIAs and registered reps
  • Broker-dealers
  • Family offices
  • Wealth teams
  • Banks & trusts
  • Endowments & foundations
Claude Anthropic
Perplexity Perplexity
ChatGPT OpenAI
01

Real-time access to private wealth data

AI is no longer limited to training data. It works off live, structured FINTRX data in real time.

02

Deeper, more intelligent analysis

Ask complex questions and get structured, actionable answers that combine qualitative and quantitative insight.

03

Connected intelligence across your data

Bring together FINTRX, your CRM, and internal sources so AI can analyze everything in one place.

04

A faster, more intuitive workflow

Move from manual searching and exporting to simply asking questions, without switching between systems.

Powerful Integrations

Intelligence, delivered where you work.

Sync FINTRX RIA and BD records, signals, and alerts straight into your CRM, or pipe the raw feed into your own models via API.

Learn more about our integrations
Salesforce
Native sync
HubSpot
Native sync
Dynamics 365
Native sync
DealCloud
Native sync
Custom API
Data feed
Snowflake
Data share
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Join the thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

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