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FINTRX Smart Bio's: Building Stronger Connections with Family Office & RIA Contacts


At FINTRX, we are constantly striving to empower our users with the most comprehensive and valuable data to enhance their prospecting and relationship-building efforts. We are excited to announce the addition of Smart Bio's to our private wealth data intelligence platform, allowing users to leverage improved, in-depth profiles for 800,000+ family office contacts, investment advisors, broker dealers and registered reps.

What Are FINTRX Smart Bio's?

Smart Bio's are meticulously crafted and comprehensive bios that offer a wealth of valuable information about the private wealth contacts within the FINTRX database. These bios go beyond the standard professional background details, delving into personal interests, passions, affiliations, and more to provide hard-to-find information on thousands of industry professionals in one unified source. From family details and hobbies to sports teams they cheer for and charitable involvements, Smart Bio's provide a holistic view of individuals, allowing users to establish genuine connections right from the start.

Smart Bios Overview GIF-1

Smart Bio's provide personal details such as:

  • - Passions, hobbies & personal interests
  • - Board & club affiliations
  • - Sports teams they cheer for
  • - Charities & organizations they support



How Are Smart Bio's Valuable?

1. Establishing Personal Connections

Smart Bio's provide invaluable personal details that help users find common ground with their prospects and other industry professionals. By identifying shared interests, hobbies or affiliations, users can initiate conversations based on genuine connections, fostering stronger relationships from the outset.

2. Intelligent Icebreaker Suggestions

Alongside personal details, Smart Bio's offer intelligent icebreaker suggestions, giving users the perfect conversation starters. These tailored suggestions enable users to break the ice effectively, making their outreach more engaging and memorable, ultimately driving more business opportunities.


3. Enhanced Outreach Efforts

With the actionable data provided in Smart Bio's, users can quickly identify target prospects who align with their business objectives and values. This streamlines the prospecting process, allowing users to focus on the most promising opportunities and optimize their outreach efforts.


4. Streamlined Meeting Prep

Smart Bio's equip users with comprehensive information about the individuals they are meeting, simplifying the research process by creating a one-stop shop for personal details on their prospects and potential business partners. By understanding their target's professional and personal background, interests, and involvements, users can tailor their approach, ensuring more productive and personalized meetings.

4. Closing More Deals

Smart Bio's provide users with a deeper understanding of their prospects and their motivations. Armed with this valuable insight, users can craft more targeted pitches and tailor their offerings to align with their prospects' interests, increasing the likelihood of closing deals successfully.

Keyword Smart Bio Search GIF 3

Key Highlights:

  • - Included for All Contacts Within FINTRX
  • - Fully Searchable Platform-Wide
  • - Inclusive of Soft Metadata
  • - Customized Icebreakers & Warm Introduction Opportunities
  • - Constantly Updated by the FINTRX Research Team




Smart Bio's are a complete game-changer for our users, offering highly intelligent, intricate, and in-depth bios that unlock deeper insights and facilitate more meaningful connections. By providing a holistic view of investment advisor and family office professionals, Smart Bio's enable users to establish meaningful personal connections, simplify meeting prep and ultimately close more deals and drive business growth. With this valuable feature, FINTRX continues to go above and beyond to ensure we empower our users with the tools they need to excel in their prospecting and relationship-building endeavors in the private wealth space.

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FINTRX is a unified family office and RIA database that provides comprehensive data intelligence on 850,000+ family office and investment advisor records, ultimately designed to help asset-raising professionals identify, access and map the global private wealth ecosystem. Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. FINTRX sources data from both public and private sources and has a team of 75+ researchers who map, validate and compile data daily to ensure its accuracy.

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