1. What is FINTRX and what does it do?

FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on family offices, investment advisors, broker-dealers, and wealth teams. Powered by industry-leading AI, FINTRX turns data into actionable intelligence, helping firms distribute funds, raise capital, identify advisor M&A & recruiting targets - all designed to drive strategic growth.

FINTRX provides detailed profiles of each family office and RIA, including contact information, investment preferences, portfolio holdings, asset allocation and much more, allowing users to connect with the right prospects and ultimately make informed investment decisions. Equipped with hundreds of search filters, FINTRX allows you to seamlessly track where family office and investment advisor capital is flowing, uncover allocation trends, break down investments by sector & size, understand future investment plans and much more. 

2. How many employees work at FINTRX?

As of January 2025, the FINTRX team includes 100+ in-house employees—and we’re growing faster than ever. Driven by passion and a shared commitment to excellence, our team is always on the lookout for exceptional talent to help us scale. Complementing our in-office staff is a dedicated research division of 75+ professionals who work around the clock to enrich and expand our dataset. Their efforts ensure FINTRX clients have access to the most accurate, timely, and comprehensive intelligence across the private wealth ecosystem.

Our commitment to fostering a positive and inclusive work environment has been recognized by Comparably's Best Company Culture list for 2023. This prestigious accolade highlights our dedication to creating a workplace where collaboration, innovation and personal growth are encouraged and celebrated. If you or someone you know is looking to be a part of our team, we encourage you to check out our current openings. 

3. What types of family office and RIA data does FINTRX provide?

FINTRX is designed to deliver a comprehensive view of the private wealth industry, comprised of comprehensive information on family offices, registered investment advisors, broker dealers and other financial institutions worldwide. This includes a wide range of information such as contact details, investment preferences, assets under management, geographic focus and background information on key decision-makers.

FINTRX provides insights into the investment strategies and asset allocation preferences of family offices and RIAs which can be used to develop more targeted marketing and outreach strategies. Additionally, our advanced filtering and search capabilities allow users to easily find and target prospects based on specific criteria including asset size, geographic location and more. FINTRX data is a powerful resource that helps our users extract maximum value from their investment advisor data and build successful, long-term relationships with those in the private wealth space. 

In terms of family offices, we cover both single and multi-family offices, with nearly 4,000 family office entities and 20,000 family office decision-makers. For registered investment advisors, we have 850,000 RIA reps (contacts) and nearly 40,000 RIA firms. We also provide data intel on broker dealers, private funds advised, 13F security holdings and more.

Plus, we are thrilled about the latest addition to the FINTRX Registered Investment Advisor (RIA) Platform: Private Wealth Groups. This new dataset offers users unprecedented access to accurate information and valuable insights on 13,000+ private wealth teams operating within wirehouses & aggregator networks, all in one unified, powerful interface.

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.

Learn More: How Financial Professionals Use FINTRX Data

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 and training offerings?

At FINTRX, we’re committed to delivering exceptional customer support and training to ensure you get maximum value from our platform. Our dedicated support team is available daily via email, phone, and live chat to assist with any questions or challenges you may encounter.

For new users, we offer personalized onboarding and training sessions tailored to your specific goals. Our team will guide you through the platform’s features and functionalities, sharing best practices for leveraging our data to drive meaningful results.

Beyond onboarding, we provide ongoing education through regular webinars, platform updates, and thought leadership content—helping you stay informed on the latest trends across the family office and RIA landscape. At every step, our mission is to equip you with the tools, insights, and support needed to make confident decisions and succeed with FINTRX.

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