Customer Reviews & Testimonials
FINTRX clients leverage intelligent private wealth data to save time and increase efficiency.
See what our customers are saying
"FINTRX has allowed us to tap into the family office channel across our multiple strategies in a way we could not do until now. We have more than doubled our touchpoints with family offices across the United States since using FINTRX."
"By leveraging the Data Enrichment technology, in a matter of minutes we were able to bring nearly 200,000 of our RIA data records current, increase their accuracy and add hundreds of thousands of additional data points that we did not have prior to running the enrichment. Incredibly valuable."
"FINTRX has professionalized our family office outreach in the same way that CapitalIQ and Pitchbook did for PE and VC funds."
Ziegler Investment Bank
"FINTRX is our secret weapon that provides our team with the most robust data and insights on over 850,000+ family office and investment advisor records. I'm almost hesitant to provide an endorsement because I don't want any other capital raisers to have access to the wealth of information I now have access to - and I strongly endorse the product."
Fifth Wall Ventures
"FINTRX has transitioned our approach with technology, enabling us to cultivate a new level of relationships both in the Investment Advisor and Family Office markets. We've leveraged the deep dive intelligence of FINTRX to expand our spider web of connections and grow cold relationships into robust long-term conversations."
"FINTRX has done the hard work identifying single and multi-family offices across the world and bring the information you need to know in order to properly engage. The information FINTRX has is extremely difficult to find otherwise."
Wells Fargo Advisors
"Super helpful in scouring the massive amount of data out there on RIAs and family offices... I have been able to find various organizations that I would never have known about and contact information for people at that organization. I still have to search for certain contacts, but overall, much easier."
Keystone National Group
"FINTRX was instrumental in developing our highly niched strategy for providing coverage to a select group of family offices."
Head of Family Office Coverage
"Excellent - easy-to-navigate platform with reliable family office data that adds a level of clarity to an often opaque vertical. FINTRX is regularly updated which allows our fundraising team to effectively manage prospecting lists and prequalify LPs ahead of outreach."
Performance Equity Management
"The automation and simplicity of the platform is reason enough to sign up but the true surprise is added value in the level of service that you receive. FINTRX does a tremendous job of ensuring your comfortable adoption of the platform and keeping you continuously updated on new features."
"FINTRX has compiled a deeper database than any other I've seen and the Platform makes it easy for me to identify the family offices that are most likely to be interested in our fund. With FINTRX I'm able to reach out with a relevant message to the most interested investors, which saves and respects everyone's time."
“There are thousands and thousand of family offices out there and registered investment advisory firms out there and it's like trying to fish in the dark - it was absolutely crazy all the data we were trying to sort through - We came across FINTRX and it was like our whole world opened up,"
"I have been very impressed with the quality of the FINTRX platform - no other platform has the breadth and depth of coverage of the global family office investor universe."
"FINTRX provides us accurate family office, wealth manager, and registered investment advisor data that enables the Parkview team to get in direct contact with the Chief Investment Officers and Due Diligence Managers."
“FINTRX has provided us the tools to target our sales opportunities, and the support from the team has shortened the learning curve.”
Safe Harbor Dsitribution
"FINTRX helps ensure we leave no stone unturned when connecting GPs to LPs."
Private Capital Development
"Wonderful platform that has produced high-quality capital leads and has helped in building out our capital pipeline for existing and future investments."
"Extremely effective and clean interface. FINTRX offers highly detailed profiles of prospective family office investors. All information is up-to-date - a very high ROI database for our firm."
"FINTRX is an organization that knows how to deliver results."
"FINTRX has helped us find quality information on the real families that stand behind the private family offices, and learn more about the people we are meeting with or could potentially meet with."
Strata Equity Group
"FINTRX is an incredibly powerful tool for uncovering deep dive family office data and research. Highly recommended solution."
"FINTRX has an excellent user interface with accurate contact information that has saved us a ton of time identifying quality family office and RIA investors."
Stronghold Investment Management
"FINTRX is a very strong platform/product if you wish to reach out to the family office community. If you are thinking of finding the right FO for your investment, start searching here."
"The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals' and firms' investment goals has proved invaluable when approaching potential new investors."
Benjamin F. Byrd IV
"FINTRX has been a useful tool in mapping the European family office space and has provided excellent customer service and family office intelligence."
Alpha Leonis Partners
"A great way to source quality family offices within an elegant online platform - I love it."
"From day one, we were able to quickly source investors, implement our data, and leverage the daily work of the FINTRX team to keep our family office investor pool growing and updated and accurate."
"The format is extremely easy to use and whenever I need it, FINTRX has delivered. FINTRX not only creates new relationships but makes it easy to create warmer cold calls. I love Affinity."
Velocity Capital Management
"FINTRX is indisputably the most robust data platform for these kinds of private wealth contacts, and we've been able to dramatically accelerate our scale of outreach. Fundraising requires volume, and FINTRX has enabled us to find interested investors at scale."
"FINTRX gives us access to a clean, updated interface of family office investors. Their interface and data have simplified our efforts and created much greater efficiency. Highly recommended on all accounts."
"I have been able to filter. . .to create a base list and then use targeted filters to supply each of our regional wholesalers warm leads."
Safe Harbor Distribution
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever."
Measure 8 Venture Partners
"We use the database daily to efficiently manage outreach and grow our network. We could not accomplish our goals without FINTRX."
"FINTRX allowed us to easily and quickly identify potential targets in the family office space... user-friendly interface with high-quality data."
Emerald Asset Management
"FINTRX is outstanding and very educational as the family office sector is quickly evolving."
Rowe Capital Partners
"The FINTRX platform is absolutely fantastic... assisting us with building quality relationships with family offices."
"FINTRX collaborates with you to meet your family office's objectives...in so many ways with phenomenal customer service."
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