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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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Contact Relatability Scores Specific to You

Uncover your shared commonalities to drive better rapport with 750,000+ decision makers.

 

Intelligent Data
One for all.

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Sales

Uses BuyerAssist to close more deals and grow accounts faster
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Sales

Uses BuyerAssist to close more deals and grow accounts faster
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Sales

Uses BuyerAssist to close more deals and grow accounts faster
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Sales

Uses BuyerAssist to close more deals and grow accounts faster
HUMANIZED PROSPECTING

Personalize Your Outreach

Delivered through our Affinity module, contact relatability scores are designed to humanize your outreach. Access custom conversation starters, actionable insights on your best path to connect, and meaningful intel on your shared commonalities across 750,000+ family office & RIA decision makers.

  • Start warmer conversations
  • Humanize your communication
  • Identify your most relatable contacts
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CONTACT PASSIONS & INTERESTS

Find Passions & Interests of Key Decision Makers

Understand the interests of your prospects outside of work to build better rapport and drive connectivity. Our relatability data arms you with the intel you need to prospect and meeting prep more efficiently. 

  • Pinpoint key targets
  • Identify the correct contact at each firm
  • Dynamic score weighting to keep you current
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Explore Additional Data Features 

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Detailed Contact Information

Comprehensive details on key decision makers

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Track Investment Activity

Efficiently monitor asset allocations

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Contact Relatability Scores

Leverage AI to unlock hidden networking opportunities

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Alerts & Notifications

Monitor alerts & notifications delivered daily

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AUM Coverage

Expansive AUM details to help you map the right families

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Key Growth Signals

Monitor firms with high impact asset growth signals

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Territory Builder

Build advisor and rep territories & track new additions and changes

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Visual Map Search

Visually query down to the street level to better plan travel and meetings

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

RESILIENCY

Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.

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