1. What is FINTRX and what does it do?

FINTRX is the AI-powered private wealth intelligence platform built for asset raisers, product distributors, and business development teams targeting the global wealth ecosystem. We deliver the industry’s most accurate, comprehensive, and real-time data on 4,200+ family offices, 40,000+ RIAs, broker-dealers, and 26,000+ private wealth teams, all in a single platform.

With FINTRX, users gain instant access to detailed firm and contact profiles, including AUM, investment preferences, portfolio holdings, direct transactions, and relationship paths. Our proprietary AI Analyst and AI Search tools surface hidden insights, identify warm introductions, and streamline outreach, allowing firms to pinpoint capital sources, anticipate allocation shifts, and uncover advisor M&A or recruiting opportunities with precision.

Whether you're raising capital, distributing financial products, or scaling advisor growth, FINTRX transforms private wealth data into actionable intelligence that drives faster, more strategic decision-making.

2. What Makes FINTRX Data Different?

1. Data Accuracy & Real-Time Updates
Unlike legacy data vendors and scraping-based newcomers, FINTRX combines intelligent automation with rigorous human validation. Our datasets are updated daily, pulling from regulatory filings, proprietary sources, press releases, and direct outreach, ensuring you’re acting on the most current intelligence.

2. Deep Intelligence Layer via AI Analyst
Beyond raw data, our AI Analyst tools interpret firm behaviors, identify investment trends, map advisor movements, and uncover relationship paths. From allocation shifts to team structure changes, FINTRX AI delivers insights that help you act faster and smarter.

3. Flexible Search, Powerful Targeting
With natural language AI Search, you can ask questions like, “Show me RIAs in California using Schwab with over $500M AUM,” and instantly see results. Advanced filters let you segment by strategy, geography, channel, custodian, rep count, ETF exposure, and more.

4. Insights for Every Stage of Engagement
Whether you're building territory lists, preparing for a meeting, analyzing ETF flows, or identifying M&A targets, FINTRX arms you with the insights needed to connect with the right people, at the right firms, with the right message.

3. What types of data does FINTRX provide?

FINTRX is the premier private wealth intelligence platform, delivering real-time, AI-enhanced data on the global ecosystem of family offices, registered investment advisors (RIAs), broker-dealers, and wealth teams. Our platform powers capital raising, product distribution, and strategic business development by surfacing highly accurate, actionable intelligence on over 1.1 million wealth professionals and institutions.

Our Coverage Includes:

• Family Offices: 4,200+ global single and multi-family office entities, including 24,000+ decision-makers and 30,000+ direct transactions.

• RIA & Broker-Dealer Firms & Contacts: 40,000+ firms and 760,000+ individual advisor contacts.

• Private Wealth Teams: 26,000+ wealth teams and 80,000+ associated professionals operating within wirehouses and aggregator networks.

• Institutional Wealth Entities: Including endowments, foundations, and pension-related contacts.

• Supplemental Datasets: ETF holdings, 13F filings, real estate and direct investments, custodian usage, regulatory disclosures, and more.

Each record is continuously refreshed using a dual approach: advanced AI models to detect data shifts and trends, and a 75+ person research team ensuring accuracy, depth, and relevance.

4. How does FINTRX collect its data?

At FINTRX, we’re committed to delivering the most comprehensive and accurate intelligence on family offices, registered investment advisors, and related financial institutions. To achieve this, we take a multi-layered approach to data collection and validation. Our dataset is fueled by millions of public and private sources, meticulously updated and verified on a daily basis by our 75+ person research team and a group of seasoned data scientists. This team manually reviews and validates information to ensure accuracy, relevance, and timeliness.

We combine proprietary research, strategic data partnerships, and advanced machine learning to power our platform. Through these external partnerships, we expand our data footprint and surface insights that might otherwise go unnoticed. Meanwhile, our algorithms continuously analyze vast streams of publicly available data, identifying patterns, connections, and trends across the private wealth landscape. This holistic, tech-enabled approach allows FINTRX to deliver data that is not only deep and reliable, but also unmatched in its precision and breadth.

Define Your Ideal Client: Identify the characteristics of your ideal client, such as asset size, investment preferences, geographic location and other relevant factors.

Use Search Filters: Leverage FINTRX’s powerful search and filtering tools to uncover prospects that align with your unique criteria. Easily narrow your outreach by investment preferences, assets under management, geographic location, and more, so you can focus on the right opportunities for your business.

Review Individual Profiles: Once you have identified potential prospects, review their profiles to learn more about their investment approach and preferences, as well as their background and experience.

Set Up Alerts: Set up customized news alerts and notifications based on your search criteria, so you can be notified when new prospects that meet your criteria are added to the FINTRX database. This is very helpful for staying up-to-date on potential clients and prospects.

6. How does FINTRX ensure data privacy and security?

At FINTRX, data privacy and security are foundational to everything we do. We understand the trust our users place in us to deliver accurate, confidential data, and we’re committed to upholding the highest standards of protection.

To safeguard data privacy, we adhere to GDPR guidelines and enforce strict internal policies to ensure sensitive information remains confidential and accessible only to authorized users. Our team is thoroughly trained in data handling protocols and recognizes the importance of discretion when managing client data.

On the security front, we implement industry-leading measures to prevent unauthorized access, loss, or theft. This includes end-to-end encryption, multi-factor authentication, and continuous system monitoring for potential threats. We also conduct regular testing to identify and proactively address any vulnerabilities, ensuring our security framework evolves alongside emerging risks.

We never compromise on data integrity. Our fundamental approach ensures you’re always acting on the freshest, most reliable info, unlike outdated static lists from older providers. If you have any questions about our policies or practices, our customer support team is always here to help.

7. How can I integrate FINTRX data into my existing workflow and systems?

There are multiple ways to integrate FINTRX data into your existing workflow and systems. Firstly, we offer integrations with leading CRM platforms such as Salesforce, HubSpot, Navatar and Snowflake, among others. These integrations enable you to seamlessly integrate our data into your existing workflow and systems. With our Salesforce integration, for example, you can access FINTRX's family office and RIA data directly within Salesforce, streamlining your workflows, saving time and enhancing your data insights. Additionally, we've recently launched a new feature, FINTRX 360, a cutting-edge data integration with LinkedIn aimed at enriching your networking experience and making your workflow more seamless between LinkedIn and the FINTRX platform.

FINTRX also provides API access for custom integrations and data exports. This allows you to access our data in real-time and customize data exports based on your specific needs. You can also download our data in formats such as CSV or Excel and manually import it into your existing workflow and systems. Our team is dedicated to helping you integrate FINTRX data into your existing workflow and systems in the most effective way possible. 

8. Can you tell me more about your customer support & training?

At FINTRX, we go beyond software, we’re a strategic partner dedicated to your success. Our in-house support team is available via email, phone, and live chat to provide fast, knowledgeable assistance whenever you need it.

New clients receive personalized onboarding tailored to their role, goals, and workflows. Our training team ensures every user understands how to maximize the platform, from core navigation to advanced AI tools, and adopts best practices for prospecting, targeting, and outreach.

But the support doesn’t stop there. We offer ongoing enablement through live webinars, platform tutorials, and proactive product updates. You’ll also gain access to expert insights and trend analysis to help you stay ahead of shifts in the family office and RIA landscape.

Whether you’re raising capital, distributing products, or scaling advisor growth, we’re here to ensure you unlock the full power of FINTRX, every step of the way.

Book a personalized demo today to see how FINTRX can work for you.