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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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Build Custom News Alerts & Notifications

Stay up to date with our custom news alert builder. Never miss an important touchpoint again.

 

Intelligent Data
One for all.

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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
forecast

Sales

Uses BuyerAssist to close more deals and grow accounts faster
ACTIONABLE OUTREACH

Uncover Crucial News Others Miss

Our news and alerts functionality uses machine learning to find actionable news alerts from hundreds of thousands of sources each day to keep you in the loop on what's important.

  • Custom alerts to keep you updated on what's important
  • Custom scheduling and delivery
  • Alerts sent directly to you or in app
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CUSTOM & INTUITIVE

Never Miss An Important Notification

Our custom alert builder allows for simple point and click setup, keeping you dialed in to vital information and changes within the private wealth ecosystem. 

  • Never miss another notable update
  • Customize notifications based on your current priorities
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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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