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What's New at FINTRX | April 2024


Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the FINTRX product and user experience. Continue reading for more on the latest company & product updates, recent data reports and what's new at FINTRX!


Product Updates & Additions

ETF Trends & Data   New Tag

Access detailed insights on held ETFs including asset classes, categories and management styles to easily segment firms by the specific types of ETFs in their investment portfolios.

+ Pinpoint entities by investment portfolios across various asset classes and identify firms investing in actively or passively managed ETFs.
+ Track historical ETF investments and highlight trends in categorical ETF holdings.
+ Leverage search filters to easily prospect into thousands of institutional investors and uncover key business opportunities.

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Form ADV Brochure Keyword Search   New Tag

Get creative in firm searches, uncovering previously hidden insights on RIA operations & strategies. Easily search for detailed information on advisory practices, fee structures, backgrounds on key personnel and more.

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Request a Demo of Our Newest Features >>


Industry News & Data Reports

FINTRX Family Office & RIA Data Report | Q1 2024

Explore activity within the family office and registered investment advisor ecosystems throughout Q1 2024 as well as an overview of all FINTRX platform updates and additions made throughout the quarter. The report features data-driven insights on key metrics such as assets under management (AUM), alternative investments, fee models, geographic distributions, separately managed accounts, direct transactions by family offices and more.

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Download the Report



RIA Roundup: March '24 Rep Movements, M&A Deals and Emerging PlayersScreen Shot 2024-04-30 at 11.21.46 AM

Read the full report >>



Client Testimonials

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Read the full U.S. Realty Advisors case study >>



Recent Events

RIA Activate | New York 2024

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FINTRX 10-Year Anniversary

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FINTRX Employee Spotlight

We are thrilled to announce the three newest additions to the FINTRX team:

+ Brendan Shane, Sr. Client Success Director
+ Greg Bell, Sr. Director, Enterprise Accounts
+ Jialin Guo, Data Scientist

Welcome Brendan, Greg, and Jialin - we are so excited to have you!

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Interested in joining the FINTRX team? Check out our current openings here >>


FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access & map the global private wealth ecosystem. FINTRX data intelligence covers over 4,000 family offices, 22,000+ family office contacts, 40,000+ registered investment advisor entities, and 750,000+ registered reps. Data for every record within FINTRX is pooled from a minimum of 10 public & private sources.

FINTRX LI Banner & Newsletter Banner

Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where family office & investment advisor capital is flowing, uncover allocation trends, break down investments by sector & size, understand future investment plans and much more.

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