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Datasets
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Family Offices
4,600+ verified single & multi-family offices
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Registered Investment Advisors
End-to-end RIA firm & rep intelligence
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Broker-Dealers
Firms, branches, and registered reps
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Wealth Teams
Teams inside wirehouses & aggregators
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Banks & Trusts
1,900+ institutions with trust powers
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Endowments & Foundations
Institutional pools, allocations & decision-makers
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Direct Investments
Deals, real estate & private placements
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Stock & ETF Holdings
Advisor portfolios built from 13F data
Solutions
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Asset Managers & ETF Issuers
Place product with advisors who allocate
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Alternative Fund Managers
Reach family offices before the round closes
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Recruiters & RIA Aggregators
Track movement, recruit ahead of the market
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FinTech & Services Providers
Fill pipeline with qualified wealth prospects
Platform
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Meet Fin | FINTRX AI Agent
Connect FINTRX with Slack, Teams, email, and your calendar
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FINTRX AI
Ask the ecosystem anything, in plain English
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AI Integrations | FINTRX MCP
Integrate with Claude, ChatGPT, Perplexity, Gemini & Copilot
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CRM Integrations
Salesforce, HubSpot, Dynamics & more
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API & Data Feeds
Pipe intelligence into your own stack
Resources
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FINTRX Research
Reports & white papers on private wealth
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Blog
The latest insights, news, and best practices
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Case Studies
How teams win with FINTRX
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Testimonials
Hear directly from our clients
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Press & Media
See FINTRX coverage across the industry
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About FINTRX
The company behind the coverage
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Our Team
Meet the people behind FINTRX
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Careers
Build the future of private wealth intelligence
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Our Data Process
How FINTRX collects, verifies & refreshes intelligence
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