Clean Your Data, Ensure Accuracy, and Uncover Hidden Opportunities
Give FINTRX the contacts, firms, emails, or CRDs you already hold. Our AI matches every record against the private wealth dataset, scores its confidence, and hands back a file that is current, complete, and ready to work.
- Meridian Wealth Partners email missing d.reyes@meridianwp.com 98%
- Callaway Advisory Group AUM $410M · 2021 AUM $1.24B · Q2 2026 96%
- Fern Hollow Capital no CRD on file CRD 158204 99%
- Lantern Creek Advisors contact left firm Priya Raman · CIO 94%
- Sabine Partners duplicate record merged · 1 master record 97%
What happens to a file when it reaches FINTRX
Enrichment runs in three passes. You choose the records, FINTRX AI matches and scores them against the private wealth dataset, and a 70-person research team validates what the model returns before anything lands back in your systems.
Send contacts, firms, emails, or CRDs from a CSV or straight out of Salesforce, HubSpot, DealCloud, or Snowflake. No schema work required.
- CSV upload
- CRM sync
- Any identifier
AI models resolve each record against the FINTRX dataset, score the match, merge duplicates, correct stale firm affiliations, and flag anything the research team should review.
- AI confidence score
- Duplicate merge
- Human validation
Enriched records return with verified contact details, AUM, firmographics, decision-makers, and relationship paths, written back to the systems your team already works in.
- Write back to CRM
- Relationship paths
- Quarterly refresh
Illustrative volumes · based on a typical enrichment run
Every record standardized, deduplicated, and verified
Broken emails, blank titles, stale AUM figures, and duplicate firms come in as they are. Enrichment resolves each field against verified source data and returns one clean row per entity.
Choose which data to enrich
Point FINTRX at the records that matter. Upload a file or select a segment straight from your CRM, then pick the fields you want filled, corrected, or refreshed.
- Contacts, firms, emails, or CRD numbers
- Run a single list or your entire database
- Nothing is overwritten without your approval
FINTRX AI matches your data
Our models parse every identifier you provide, resolve it to the right firm and person, and return a confidence score for each match. Duplicates merge, stale affiliations correct themselves, and anything ambiguous goes to the research team.
- AI confidence score on every record
- 70+ person research team validates the output
- Stale firm affiliations predicted and corrected
View your enriched data results
Enriched records come back complete: verified contact details, current AUM, firmographics, decision-makers, and the relationship paths hiding inside your own database. Export them or write them straight back to your CRM.
- Hundreds of thousands of new data points
- Relationship paths surfaced across your records
- Refresh on a schedule so the file never goes stale
Mammoth VC brought 200,000 advisor records current in minutes
"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."
Frequently Asked Questions
What is FINTRX Data Enrichment?
FINTRX Data Enrichment enhances your existing records by layering in verified, AI-powered intelligence—filling gaps in contact info, firmographics, investment history, AUM, decision-makers, and more, across the private wealth ecosystem.
How does FINTRX ensure data accuracy?
Our Research Team uses a dual-layered approach: cutting-edge AI models ingest and refine data in real time, while our 70+ person research team validates every record for accuracy, so you never act on stale or incomplete information.
Can FINTRX enrich data from my CRM or other internal systems?
Yes. Through integrations with platforms like Salesforce, HubSpot, and Snowflake, FINTRX seamlessly enriches your CRM records with current, verified intelligence.
How is AI used in FINTRX Data Enrichment?
FINTRX AI models match records, provide a confidence score, identify missing fields, predict and validate firm affiliations, uncover investment patterns, and proactively surface relationship paths—bringing dynamic intelligence to every record you enrich.
What data do I need to provide for FINTRX to enrich my data?
Simply give our platform contacts, firms, emails, CRD’s - any of those and our AI parses through to find your matches, produces an AI confidence score, and automatically cleans and updates your data.
How is FINTRX different from other data enrichment providers?
Unlike legacy data vendors or web-scraping tools, FINTRX combines AI-powered automation with human verification—ensuring every enriched record is not just complete, but deeply contextual, accurate, and actionable within the private wealth ecosystem.
See the full picture.
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