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New Release: FINTRX News Portal


FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a whole. The FINTRX News Portal features a bookmarking tool, filtering options and other savvy elements to ensure users are continuously kept abreast of any and all news relating to the private capital markets.

The FINTRX News Portal is designed in an intuitive way that makes it possible for our users to bookmark and filter news by type, industry, family office(s), specific contacts and more, ultimately allowing for a personalized collection of updated family office news. 


Key Highlights

Filter By:
- Single & Multi-Family Offices
- Family Office Contacts 
- Industry/Sector
- Asset Class
- Assets Under Management
- Origin of Wealth
- Direct Transactions
- and 70+ others...


- Save and revisit specific news articles that are of interest to you
- Filter through all news sources to only show the news sources that you have bookmarked

FINTRX News Portal

- Every news article listed will have 'Tags' specific to the content it covers
- Sort and filter through news articles using colored tags
- Click the tags to filter search results based on that particular tag category

Depending on which tag you click, either:

- A short profile of the private company will pull out from a sidebar on the right, OR
- The profile of the family office will pull out from the right side of the page


New 'Related Articles' Search Functionality

- Easily filter through all news correlating to search results
- The default view of the News Portal on the mobile app is a continuous scroll of all news sources from the newest to the oldest
- Bookmarks will be saved on all versions (desktop & mobile)

FINTRX News Portal 2


Power Search Bar

- Ability to search for specific news within our 'Smart Search' tool
- The 'Smart Search' bar at the top of the module works as a search engine to parse through thousands of keywords, investor names, private companies, etc., to identify articles that have direct relevance within the contents of the article. For example, if a user was to search the keyword 'ESG', the search results would contain all news sources that have the term "ESG" mentioned within the piece. FINTRX News Portal

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 amongst 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.

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