Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving. Advisors regularly reassess what works, what doesn’t, and what’s next, creating a constant opportunity for fintech and wealthtech providers. But capitalizing on that opportunity depends on timing and fit. You need to know where your platform aligns, which firms are using competitors, and when buying windows open. FINTRX helps you do exactly that by mapping the tech stacks of 40,000+ RIAs and turning that intelligence into high-converting sales conversations.
On average, RIAs rely on 10–15 tools to manage their operations. From Redtail and Salesforce to Orion, Envestnet, and DocuSign, the ecosystem is crowded and often siloed. As firms grow, shift leadership, or reevaluate workflows, platforms are frequently added, removed, or replaced. That means your opportunity to engage is constantly moving, and knowing exactly when to step in can make all the difference.
Despite the fast-moving advisor landscape, many go-to-market teams still rely on outdated tactics, like static lists, LinkedIn browsing, or vague intent signals that lack real buying context.
So even if you’ve got a list of 1,000 RIAs, you’re still guessing:
Which firms use your competitors? Who’s ready to switch? Who actually makes the call?
That’s where most sales efforts stall out, and where FINTRX changes the game.
FINTRX closes the visibility gap. Our AI-powered private wealth intelligence platform surfaces real-time tech stack data across 40,000+ RIA and broker-dealer firms, so you can target with precision, not guesswork.
Want to identify firms that use your competitors? Size up potential integration points? FINTRX AI Search makes it instant.
Type: “Show me RIAs using Redtail, with over $500M AUM, in the Southeast.” In a matter of seconds, you’ve got a real-time list; no filters, no digging.
Track usage across:
• CRMs like Salesforce, Redtail, Wealthbox
• Reporting platforms like Orion, Black Diamond
• Custodians like Schwab, Fidelity, Pershing
• Planning tools like eMoney, MoneyGuidePro
It’s not just a win for sales. Product marketers, partner teams, and client success pros all benefit from knowing exactly where your platform fits within the advisor tech stack.
Selling is easier when your solution enhances what a firm already uses. FINTRX reveals where your product complements existing workflows, so you can lead with relevance.
Example: If your platform integrates with Orion, FINTRX identifies firms already using it, helping you deliver a tighter, integration-specific pitch from day one.
Most platform changes stem from broader shifts, and FINTRX picks them up in real-time. Spot high-intent signals like:
• Executive turnover (e.g., new CTO or COO)
• Tech stack removals or replacements
• M&A activity and advisor breakaways
Example: A firm just brought in a new COO and dropped Orion. FINTRX surfaces this as a high-signal buying window, giving your team the edge before competitors catch on.
Without FINTRX, you'd likely miss moments like this entirely.
Finding the right firm is one thing; reaching the right person is another. FINTRX connects you directly to verified decision-makers across operations, tech, and executive teams. You’ll see:
• Who actually drives tech and vendor decisions
• Verified contact details
• Shared connections via our Relationship Path tool
With that context, your outreach is more strategic, more personal, and more likely to convert.
Access to tech stack data is powerful, but turning that intelligence into action is what drives results. FINTRX bridges the gap between research and revenue by powering highly targeted, personalized, and scalable outreach workflows.
• AI Analyst: Get instant summaries of a firm’s tech stack, leadership structure, and client type, plus where your platform fits. Perfect for quick preparation before meetings or outbound calls.
• Smart Lists: Build dynamic, auto-refreshing lists that adapt as firms change platforms, hire decision-makers, or hit new AUM or rep thresholds. Your pipeline evolves in real-time.
• AI Briefings: Prep for calls and campaigns with up-to-date firm snapshots (platform shifts, team movements, and relevant news included).
• Suggested Messaging: FINTRX even recommends intro copy and call scripts tailored to a firm’s current tech and your key differentiators.
FINTRX isn’t just a discovery tool; it’s a comprehensive engagement engine across the full funnel.
This isn’t surface-level scraping or outdated list-building. FINTRX delivers real-time, verified intelligence on the platforms RIAs actually use, paired with behavioral signals that show when change is coming. And it’s not just AI-driven; FINTRX is refined daily by our 75+ person research team.
That’s why leading fintech and wealthtech providers rely on FINTRX to:
• Prioritize outreach using verified tech adoption
• Tailor messaging to match each firm’s stack
• Accelerate deals with warm introductions via shared networks
• Cut through noise and focus where the opportunity is real
Selling into RIAs is no longer about casting a wide net; it’s about timing, fit, and intelligence. With FINTRX, you gain more than a list. You gain the insights to know where you fit, the signals to know when to engage, and the tools to act with precision. If your platform integrates with the advisor tech ecosystem, FINTRX shows you where the doors are already open.