Why leading firms choose FINTRX

“We really did not have any way to prospect new people to TCW. FINTRX completely changed that... FINTRX has personally saved me a significant amount of time in my day-to-day. It’s a one-stop shop for the insights and data we need to bring the best opportunities to the top. It’s unmatched.”

“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?”

“If you're focusing on RIAs and family offices, FINTRX is absolutely the go-to intelligence provider... I have it up on one of my monitors all day long. I'm able to get through in a matter of minutes things that used to take me half an hour or an hour. It's hard to imagine doing it without. It's like you're flying blind if you don't have it.”

“It's made it very simple for us to go in there, put a couple of filters on there, and come up with a really clean idea of where we need to focus our time.”

“I was spending too much time on due diligence. FINTRX now does that for me all in one place. That's the difference-maker.”

“FINTRX has helped us build relationships with new RIA firms, grow assets across our SMAs and private funds, and perhaps most importantly, put Mainline West on the radar of a much wider universe of prospects through targeted outreach.”

“Without any further guidance, a financial advisor is just a financial advisor. We don't know what the mix of business is. With the right filtered search, customized to me, I’ve been able to get responses back… literally same day. It's kind of cool to have a really nice picture before you even make the phone call.”

“The system can really do anything you want in terms of search… there’s no end to the ability to filter through millions of pieces of data and find what you’re looking for, even if it’s a very specific, tailored ask. For anybody looking to grow inorganically, it’s a go-to tool… a one-stop shop for B2B development opportunities.”

“The accuracy of the data makes my job a lot easier, and it’s why I view FINTRX as the industry leader in wealth management and SFO data — precise, reliable, and delivered in a way that’s actually consumable.”

“The extra layer of diligence that you all have done at FINTRX to help assist us as asset managers in figuring out who the right contact is has been very valuable for us as a firm.”

“The real results we’ve seen are that our activity and number of appointments have drastically increased, putting us in front of more decision-makers than ever before. We’ve had countless success stories raising capital, and now with our ETFs, we’re getting in front of firms we were never able to reach before.”

“FINTRX lets you prospect far more effectively than any other platform I’ve used...I use it every day along with the 10 others on my team... It’s a tool that makes our lives easier.”

“In my opinion, FINTRX is the leader for finding advisors—whether in asset management, fintech...It’s the very best out there, and you should look no further.”

“The number one thing in sales is you’ve got to qualify clients, and FINTRX makes it super easy, super fast for me to qualify, ‘Hey, is this somebody that would potentially be a good partner for our firm?’”

“FINTRX sits on top of good data with the most intuitive interface I’ve ever used. It’s saved us significant time and brought consistency to our outreach, turning prospecting from a challenge into a strength. Now, it’s become central to how we engage advisors.”

“Almost every meeting I go into, I’m on FINTRX - looking up the firm, learning everything I can. It’s become part of my process. It’s like a cheat code. If you’re not using it, you’re behind.”

“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.”

“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.”

“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.”

“After evaluating several top data providers — choosing FINTRX was easy. Their tools, interface, & data management are unmatched & the team is world-class.”

“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.”

“No one covers family offices and RIAs like FINTRX does. It is a big deal.”

“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 is simple and easy to use, and their client service is excellent and incredibly responsive to your needs.”

“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 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.”

“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!”

“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 comfortable adoption of the platform and keeping you continuously updated on new features.”

“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.”

“FINTRX was instrumental in developing our highly niched strategy for providing coverage to a select group of family offices.”

“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,”

“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.”

“FINTRX helps ensure we leave no stone unturned when connecting GPs to LPs.”

“FINTRX is an organization that knows how to deliver results.”

“FINTRX allowed us to easily and quickly identify potential targets in the family office space... user-friendly interface with high-quality data.”

“FINTRX is outstanding and very educational as the family office sector is quickly evolving.”