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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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ONLINE PLATFORM

Family Office & RIA Intelligence Accessible From Anywhere

Easily access, share and collaborate with our cloud based platform. Focus on your tasks - not scrolling through endless spreadsheets and fragmented data sources.
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DATA FEEDS

Bespoke Private Wealth Data Delivered Directly to Your Systems & CRM

API data
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Flexible Data Delivery Options
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Custom Data Files
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Seamlessly Integrate FINTRX Data Within Your Systems

Empowering a single source of truth for best in class private wealth data & research

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Custom File Delivery & Exporting

Build custom file delivery options to power your organizations data needs 

 

Multiple Delivery Methods Available

Chose from multiple methods of delivery, formats and Salesforce options

 

Drive Marketing Campaigns 

Leverage FINTRX private wealth data to power your marketing campaigns & outreach

 

Speak to an API & CRM integration expert

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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Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

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Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox

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