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New Release: FINTRX Mobile Version


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FINTRX is pleased to announce the launch of our mobile application. Compatible with all mobile devices, and formatted specifically for your mobile screen, the FINTRX mobile app was created to provide you with instantaneous interactions and access to investors on the go.


  • - Live-Feed: Stay in touch with all investor updates and additions in real time
  • - Power Search: Query through all investors and contacts within FINTRX with 40+ search filters
  • - Search Vision: Search through family offices geographically, right down to the street-level view
  • - Investor Lists: View and access all of your team's lists on the platform
  • - Saved Searches: View and run all saved searches within FINTRX
  • - Users can call and/or email contacts directly from their mobile device within the app
  • - All interactions within your FINTRX account will save to both desktop and mobile versions


When launching FINTRX in your web browser, the platform will auto detect a mobile device or tablet and format it to the mobile version, so no need to download an app.

As always, please let us know if you have questions. It's of our utmost importance that our clients have the most user-friendly and optimal experience leveraging the FINTRX solution, both on a desktop and mobile device.

FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access, and map the private wealth ecosystem. Explore in-depth dossiers on each family office and investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals among other key data points.

Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more. 

For an in-depth exploration of the FINTRX family office platform, request a demo below.



Visit the FINTRX Resource Library below for useful family office narratives, PDFs and guides to success.

FINTRX Resource Library

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