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FINTRX AI: Private Wealth Intelligence That Drives Results
FINTRX isn’t just a database—it’s an AI-powered private wealth intelligence platform that delivers speed, precision, and clarity to identify the right prospects, target key decision makers, and gain real-time insights across the RIA and family office ecosystem.
How Our Clients Rely on FINTRX AI
"Having that extra tool—like AI Analyst that helps craft messaging or prep for a meetin —is very valuable. It’s scary cool." - Carl Berg, F/m Investments
"The AI Analyst feature has been a game-changer, providing powerful talking points, email templates, and scripts that have completely transformed out approach to advisor prospecting." - Darryn Bolden, Great Gray Trust Company
"AI Analyst has been a huge time-saver for our team when it comes to meeting prep. We’re spending more time on the phone and in meetings with clients" - Morrison Mirer, Focus Partners
"FINTRX is the best tool I use daily!" - Colby Tallafuss, Milemarker
FINTRX AI SEARCH
Natural Language AI Search
Say goodbye to static databases and the hassle of sifting through filters, fields, and data points. FINTRX translates your plain-language queries into targeted prospect lists in seconds—no manual filtering required.
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FINTRX AI ANALYST
Your Dedicated AI Analyst
FINTRX AI Analyst is your built-in private wealth analyst, delivering real-time, contextual insights across every firm, contact, and investment you view. From identifying key decision-makers and recent capital activity to interpreting AUM trends and ETF shifts, AI Analyst surfaces what matters—instantly.
FINTRX BEST PATH AI
Powerful Relationship Mapping
FINTRX Best Path AI surfaces the strongest paths to decision-makers using shared affiliations, past firms, and mutual connections—helping identify warmest paths for outreach.
FINTRX AI NEWS SUMMARIES
Real-Time News & Trends
Stop scanning headlines. FINTRX AI analyzes market activity and firm-specific news to surface relevant, actionable updates—letting your tailor your messaging and saving you hours of prep.
Frequently Asked Questions
What is FINTRX AI and how does it work?
How is FINTRX AI different from traditional data platforms?
What is AI Search and why is it better than filters?
What insights does AI Analyst provide?
How does FINTRX AI support large-scale outreach efforts?
Does FINTRX use AI to collect and verify data?
FROM THE BLOG
5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX
The days of static, outdated wealth intelligence are over. Asset managers who switch to FINTRX gain a real-time, AI-powered edge over competitors still relying on legacy providers. Here are five key reasons why asset managers are making the switch.
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Discover the AI transforming private wealth prospecting today
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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