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What's New at FINTRX | February 2024


Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) 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 & user experience. Continue reading for more information on some of the latest company & product updates, recent data reports and what's new at FINTRX!


Product Updates & Additions

FINTRX AI Search   New Tag

Enhance your private wealth data research with revolutionary AI-powered conversational search capability.

+ Instantly segment thousands of investors & key contacts and uncover new business opportunities in seconds.
+ Better leverage your connections, identify warm introductions and expand your network.
+ Simplify your research with fully-automated, intelligent search technology. Say goodbye to manual data filtering.

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Real Estate Property Transactions   New Tag

Uncover real estate investors and explore comprehensive property transaction data.

+ Drill into past transactions by property type, investment size, common sectors and location to highlight valuable trends and ideal prospects.
+ Access details on individual investments & acquisitions, and create alerts for new property transactions.

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Industry News & Data Reports

Family Office Industry Briefing Series | Part 5

Access unique insights into the family office landscape with the latest installation of our Industry Briefing Series in partnership with Charles Schwab including a breakdown of firm structures, direct investment trends and family office philanthropic activity.

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Access Your Full Copy



January '24 FINTRX Family Office & RIA Data Report

A high-level synopsis of the investment advisory landscape for January including key metrics such as assets under management (AUM), alternative investments, fee models, geographic distributions, separately managed accounts, direct transactions by family offices, services offered by RIAs and more.

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Download the Report



Recent Events

MFA Network - Miami 2024 Conference

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Client Testimonials

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FINTRX Employee Spotlight

We are thrilled to introduce the newest members of our Business Development team. Welcome to Bryan Di Iorio and Mikayla Demanche!

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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 and numerous customization options, 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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