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See what our customers are saying
"We do a lot of email marketing campaigns and are always trying to tweak our message so it’s most effective and impactful. Having that extra tool—like AI Analyst that helps craft messaging or prep for a meeting—is very valuable. It’s scary cool. It gives you a running list of key points before a call, which is a huge help as we try to get into new spaces and understand the advisors before the meeting even happens.”
Carl Berg
F/m Investments
"FINTRX has saved our team hundreds of hours and hundreds of thousands of dollars each year by helping us verify and validate attendees for Future Proof events. The FINTRX team, product, and service are world-class. If you’re in wealth or asset management and not using FINTRX… what are you even doing?"
Matt Middleton
Future Proof
"My experience with FINTRX has been great—streamlined and efficient! The AI Analyst feature has been a game-changer, providing powerful talking points, email templates, and scripts that have completely transformed our approach to advisor prospecting."
Darryn Bolden
Great Gray Trust Company
"FINTRX has professionalized our family office outreach in the same way that CapitalIQ and Pitchbook did for PE and VC funds."
Jenny Poth
Ziegler Investment Bank
"FINTRX has been a real asset for us. It’s made our B2B marketing process smoother and more efficient, thanks to the native Salesforce integration and powerful list-building features. The AI helps us quickly find the right information, even when we're not sure what to look for. Plus, the detailed firm and advisor data keeps us aligned with our strategic goals. It’s been a game-changer for our team."
Jooliana Krummel
Merit Financial Advisors
"After evaluating several top data providers — choosing FINTRX was easy. Their tools, interface, & data management are unmatched & the team is world-class."
Hank Bowen
Sovereign's Capital
"As real estate and other alternatives have become a mainstream allocation, there are a plethora of managers that investors can choose from. FINTRX is the gold standard for GPs looking to efficiently and effectively scale their businesses by targeting the right cohort of sophisticated family offices and RIA's."
Justin Arasin
US Realty Advisors
"No one covers family offices and RIA's like FINTRX does. It is a big deal."
Mary Strother
March Capital Corp
"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."
Jud Mackrill
Mammoth VC
"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."
Michael New
Fifth Wall Ventures
"The experience with FINTRX has been fantastic, they have partnered with us to meet our exact needs to help focus our sales efforts within the RIA channel. Plus the client service and support we receive is exceptional. FINTRX is always willing to help us!"
Paul LeBlanc
Victory Capital Management (VCM)
"There are other database platforms, but I have yet to find one with the level of detail on each family office that FINTRX provides. I spend significantly less time on manual research because FINTRX automatically lets me know what interests I have in common with whoever I'm reaching out to. It also saves a ton of time to filter out investors who wouldn't be a fit for our asset class."
Spencer Herman
Hometap Equity Partners
"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."
Thomas Gutterman
Wells Fargo Advisors
"Smooth, efficient, and customer-service oriented. [There is] no other provider that offers all of the RIA & Family Office data we were seeking in one, user-friendly platform.”
Michael Helgeson
Sandpiper Lodging Manager
"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."
Peter Ashley
MDSV Capital
"I would absolutely recommend FINTRX. The ease of use and the exceptional support from the team are key benefits that set FINTRX apart."
Michael Zarlengo
Valient Finance
"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."
Michael Davis
NewSpring Capital
"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 & keeping you continuously updated on new features."
Mike Rieker
Aqua
"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."
Shawn Hawthorne
Foxfield
"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."
Taylor Horty
Performance Equity Management
"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."
Heston Nielson
Keystone National Group
"FINTRX was instrumental in developing our highly niched strategy for providing coverage to a select group of family offices."
Neal Neilinger
Head of Family Office Coverage
“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,"
Tommy Martin
Mammoth VC
"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."
Will Dombrowski
Apis Capital
"FINTRX has streamlined our due diligence process for potential investors. The platform eliminates the need for extensive background checks by offering pre-vetted family offices with detailed information on their investment history and preferences. This allows us to focus on building relationships with high-quality investors who are a good fit for our venture capital strategy. FINTRX takes the guesswork out of finding the right investors."
John Turan
Anthropocene Ventures
“FINTRX has provided us the tools to target our sales opportunities, and the support from the team has shortened the learning curve.”
Christopher Silvaggi
Safe Harbor Dsitribution
"FINTRX consistently responds to our requests with exceptional promptness and demonstrates remarkable innovation by continually introducing new features. The assistance from FINTRX has been exceptional, with outstanding responsiveness and attention to detail."
Johanna Montenegro
Continental Realty Corporation
"FINTRX helps ensure we leave no stone unturned when connecting GPs to LPs."
Randy Mitchell
Private Capital Development
"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."
Matt Lusins
Convergence Investments
"FINTRX is an organization that knows how to deliver results."
Robert Peyreigne
Jefferies Group
"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."
Megan Sandler
Strata Equity Group
"FINTRX is an incredibly powerful tool for uncovering deep dive family office data and research. Highly recommended solution."
Timothy Boardman
Deutsche Bank
"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."
Marc Debois
ING Bank
"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."
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Benjamin F. Byrd IV
Ramston Capital
"FINTRX has been a useful tool in mapping the European family office space and has provided excellent customer service and family office intelligence."
Joanna Ernst
Alpha Leonis Partners
"A great way to source quality family offices within an elegant online platform - I love it."
Daniel Schreck
Equinox Partners
"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."
David Kidder
Landmark Capital
"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."
Jessica Li
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."
Michael New
Fifth Wall
"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."
Michael Malano
Greenstone Capital
"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."
Christopher Silvaggi
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."
Kevin Gahwyler
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."
Robert Becker
Lanier Ivy
"FINTRX allowed us to easily and quickly identify potential targets in the family office space... user-friendly interface with high-quality data."
Mark Schlegal
Emerald Asset Management
"FINTRX is outstanding and very educational as the family office sector is quickly evolving."
Jim Rowe
Rowe Capital Partners
"The FINTRX platform is absolutely fantastic... assisting us with building quality relationships with family offices."
Kevin Mallon
Pravati Capital
"FINTRX collaborates with you to meet your family office's objectives...in so many ways with phenomenal customer service."
Ted Hillinson
Aventurine
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