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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.

Trusted By
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Pinpoint Areas of Investment Interest

Spend your time speaking to investors that have an interest in your funds, deals, products & services.

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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
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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
ASSET CLASS BREAKDOWN

Current Allocation Preferences

Our intuitive search functionality delivers a clear and organized path to understanding the current investment interests of family office and RIA capital allocators. 

  • Find specific allocation preferences
  • Track recent investment activity
  • Understand future investment plans
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INVESTMENT INTELLIGENCE 

Track Investment Trends

Our investment trends offer clear insight into recent asset flows within the private wealth ecosystem. Uncover where investment dollars have been allocated historically and intent signals on where future investments may land.

  • Insights in historical investment trends
  • Breakdown investments by sector & size
  • Pinpoint investors seeking to allocate
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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

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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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DATA MODULES

DATA FEATURES

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