FINTRX AI Search

Search. Refine. Discover. Conversational AI Search.

Experience a new level of search efficiency that understands and processes your natural language queries, delivering accurate and relevant results in seconds.

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AI Search Searching

Your query

Give me a list of RIAs in Boston with over $1B in AUM and allocate to private credit

119 firms 3,797 contacts No filters used

FirmLocationContacts

Meridian Wealth Partners Boston 148
Callaway Advisory Group Boston 112
Fern Hollow Capital Cambridge 86
Lantern Creek Advisors Wellesley 64

Illustrative results · ask in plain language, no filters

Why it matters

Conversational AI Search Trained On Millions of FINTRX Data Points

Experience the magic of finding exactly what you need with FINTRX AI Search. Simply type or speak what you are looking for, and our AI will build the precise output you’re seeking. Say goodbye to the hassle of navigating intricate filters, and focus on what truly matters - expanding your business.

AI Search Purpose Built For Financial Professionals

FINTRX AI Search is trained on tens of millions of private wealth data points, ensuring you find what you need quickly and efficiently.

Create Lists, Save Searches, and Build Territories

Interacting with FINTRX data has never been easier. You know what you are looking for, and our AI does too.

Find Introduction Opportunities, Former Classmates, and Plan Travel

Traveling for a meeting or a conference? AI Search by FINTRX has you covered. Search, prepare, and prospect, all within a unified interface.

The difference

Say goodbye to the hassle of navigating intricate filters

The same search, run two ways. One walks eleven filter panels. The other is a sentence.

The old way Filtering

Firm type Registered investment advisor Broker-dealer

Assets under management $1B – $5B $5B+

Location Massachusetts Boston metro

Asset class exposure Private credit Direct lending Opportunistic credit

11 panels · 24 boxes ~6 minutes

With AI Search One prompt

Your query

Boston RIAs over $1B allocating to private credit

Result

I’ve uncovered 119 firms, along with 3,797 associated contacts.

Save as list Export

1 sentence · 0 boxes Seconds

AI Search, Powered by FINTRX

Embrace the Next Generation of AI-Driven Private Wealth Data Intelligence

Ask in your own words

Find the investors you’re looking for in your own words

Ask FINTRX to search through millions of records, and let our AI Search reveal the results you need in seconds.

app.fintrx.com · ai search

Family offices investing in venture

Query understood Records scanned Results built

Warm paths in

Leverage AI Search to find who can introduce you to a key prospect

AI Search is trained specifically for each FINTRX user, opening a whole new world on how to leverage your network.

Board seats Two shared directorships Alumni Former classmates in common Prior firms Overlapping employment Your CRM Colleagues already engaged

Build the cohort

Target contacts that meet your ideal profile

AI Search allows for incredibly detailed data access. Build cohorts of contacts that perfectly fit your needs.

Matched criteria

Title AUM band Geography Asset class Tenure Custodian Team role

Every dataset

Seamless data access, including private wealth teams & breakaways

We’ve trained our AI Search model on all FINTRX data assets - inclusive of wealth teams, aggregators, and breakaway advisors.

Datasets in scope

Registered investment advisors RIA Wealth groups & advisor teams Teams Broker-dealers & wirehouses BD Family offices FO Endowments & foundations E&F Banks & Trusts B&T