2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the platform into an AI-driven private wealth intelligence engine. From unprecedented breakthroughs in AI-powered analysis and data customization to high-impact enhancements across our datasets, every product and data investment was built with one goal in mind: helping our clients move faster, act smarter, and engage the right opportunities with confidence. This Year in Review highlights the most impactful innovations we delivered in 2025—showcasing how FINTRX is redefining what’s possible when industry-leading data accuracy is paired with deeply embedded, workflow-native AI.
Use simple AI prompts to create custom data fields that align with your unique strategy, then deploy them instantly across thousands of records.
• Generate personalized prospect fit scores
• Analyze portfolios and allocation trends
• Create hyper-targeted contact lists of investment decision-makers
• Build momentum signals and risk analyses
Every Element you create becomes a native field in FINTRX—available in firm and contact profiles, searchable, and filterable. Structure your data any way you need it—free text, numbers, percentages, and more—and transform static, predefined data into fully custom, dynamic, and persistent intelligence within FINTRX.
Learn more about AI Elements >>
AI Analyst is a personal data analyst, specifically trained on FINTRX’s industry-leading private wealth data and purpose-built to:
• Identify prospects and target key investment-focused decision-makers with a single click
• Map industry relationships, identify your best introduction opportunities, and automate meeting prep
• Analyze investment activity, glean insights on market trends and news, and analyze deal fit in seconds
Learn more about AI Analyst >>
Distribution SmartView revamps how you leverage ETF allocation data, integrating advanced AI with millions of investment data points to unlock deeper insights, fully personalized to your specific strategies and product offerings. Simply input the ETFs that you sell, and FINTRX AI pinpoints:
• RIAs most aligned with your ETFs and most likely to engage
• Where your products are winning (and losing) versus competitors
• Category exposure and underweight opportunities
• Adoption and allocation trends across the RIA landscape
M&A SmartView applies advanced AI to uncover the RIAs most likely to sell, merge, or restructure—centralizing and streamlining the acquisition qualification process and removing the need for fragmented research across disparate sources.
• Access comprehensive, M&A-focused snapshots of RIAs primed for acquisition
• Quickly assess firm viability with a proprietary FINTRX Acquisition Score
• Gain a better understanding of team and ownership structure, advisor composition, custodian usage, and asset segmentation
• Leverage AI insights on deal fit for each RIA, customized to your firm’s background and ideal prospect persona
In an ongoing effort to deliver best-in-class data and service to its clients, FINTRX has partnered with various industry leaders, including DealCloud, Ultimus Fund Solutions, Milemarker, and Sales Lift Partners. These strategic partnerships allow FINTRX to offer unique access to CRM platforms, fund management, sales leadership services, and industry insights, all to empower clients to operate more efficiently and win more business than ever.
Target advisor teams more efficiently than ever with detailed information on historical team movements and M&A deals for thousands of wealth teams within FINTRX. Get valuable insight into:
• Historical M&A deals and movements between wirehouses or aggregators
• Previous team names and branding changes, AUM, and employee counts
• Important deal context with AI-powered summaries and direct links to relevant articles
Cut through the noise of analysts and other advisor-supporting roles to find the most relevant prospects.
• Gain a more accurate understanding of the reps in your territory with primary location data
• Cut through the noise to drill into reps by the offices in which they actually spend their time
• Easily map out prospects and plan travel
• Fully personalize your search experience with the filters that matter most to your prospecting
• Update your search filters at any time
• Leverage pre-built filter configurations based on your unique use case
• Expanded TAMPs & Technology usage coverage
• ERA firm and contact coverage
• Improved Rep Movement data including start/end dates
• Addition of U.S. Metro Areas within location mapping
• Identification of 'Hybrid Reps' with filtering capability
• Data on Recently Opened/Closed Positions for ETF holdings
• CEPA & CDFA advisor certifications
• Data covering Family Net Worth for family offices
• Smart list merging capability
• Increased data validation across all datasets, including email addresses and phone numbers
With Okta SSO, users can log in to FINTRX using their firm’s existing credentials, strengthening security through centralized identity management and multi-factor authentication. For IT and security teams, this means greater control over user access, faster on- and off-boarding, and reduced risk from compromised credentials. The result is a smoother user experience for teams and enterprise-level security standards that match how modern wealth and asset-management firms operate.
As we head into 2026, our mission remains unchanged: deliver best-in-class data and AI-powered intelligence that helps you move faster, target smarter, and sell into the private wealth ecosystem with confidence.