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FINTRX Advisor M&A SmartView leverages AI-driven predictive analytics to assess M&A readiness and firm behavior, while others focus on past growth metrics with limited forecasting or intent modeling.
Why choose FINTRX over RIA Catalyst
Most platforms rely on static, historical data. FINTRX takes it further with AI-driven insights that predict M&A readiness and align targets to your unique acquisition strategy. With built-in intelligence, real-time alerts, and personalized fit analysis, FINTRX empowers acquirers to move faster, smarter, and more confidently.
Unmatched Data
FINTRX Advisor M&A SmartView is powered by daily-updated, human-verified data across 40,000+ firms—ensuring more accurate, reliable, and current M&A signals than static datasets which often rely on infrequent or automated data processes.
Personalized Intelligence
FINTRX leverages finely-tuned AI to customize M&A SmartView to each acquirer's strategy, offering more personalized and actionable intelligence than static scoring metrics.
Decades of Experience
The FINTRX team brings deep expertise in private wealth and advisor M&A, with specialists across data analytics, strategy, and client success, providing comprehensive support at every stage of the process.
AI-POWERED PERSONALIZATION
Tailored To Your Strategy
FINTRX customizes prospect targeting with personalized AI and Custom Fit Analysis delivering M&A opportunities that align with each user’s strategy. Alternative solutions offer static data and filtering with no AI-driven customization.
- AI Personalized To Each User & Firm
- Custom M&A Fit Analysis
- Integrated Relationship Intelligence
DATA YOU CAN TRUST
Comprehensive Private Wealth Coverage
FINTRX provides firm-level, contact-level, and investment-level intelligence across RIAs, wealth teams, and family offices. The data is updated daily by a 70+ person research team.
- Leading RIA, Broker-Dealer, and Wealth Team Data
- Expansive SFO and MFO Dataset
- Verified Firm and Contact Profiles
YOUR COMPETITIVE EDGE IN ADVISOR M&A
Predictive Analytics
- Proprietary Acquisition Score
- Real-Time M&A Signals
- Smart Alerts & Targeting
FROM THE BLOG
Breaking Down FINTRX Advisor M&A SmartView
With the launch of M&A SmartView, FINTRX has reimagined how M&A professionals, aggregators, recruiters, and roll-up firms analyze potential advisor acquisition targets, turning what used to be a tedious and frustrating process into an intelligent and efficient AI-driven experience.
Hear What Our Clients Have to Say
"As a long time Discovery Data user, FINTRX has been a breath of fresh air allowing us seamless access to investment advisor and registered rep data." - Jud Mackrill, Partner, Mammoth VC
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Your Competitive Edge in M&A Targeting Starts Now With FINTRX
Uncover the advisors and wealth teams most likely to transact with AI-powered targeting from FINTRX Advisor M&A SmartView. Start Your Trial Today.
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