FINTRX collects family office data through a multi-layered research process that combines:

1. Regulatory Filings & Public Disclosures – SEC filings, ADV forms, and other compliance documents.
2. Direct Industry Sources – Data from firm websites, press releases, and investment announcements.
3. AI-Driven Data Aggregation – Machine learning identifies trends, fills in gaps, and enhances accuracy.
4. Human Research & Verification – A 70+ person research team continuously refines and validates data.
5. Proprietary Relationship Insights – AI maps connections between professionals, firms, and investment activity.

This hybrid approach ensures the most accurate, up-to-date, and comprehensive intelligence on 4,200+ family offices and 24,000+ key decision-makers.

FINTRX is an AI-driven private wealth intelligence platform, meaning we don’t just provide data—we provide actionable intelligence. Our platform continuously updates in real-time, leveraging AI-powered insights, relationship mapping, and predictive analytics to ensure you're always acting on the most accurate and relevant information. We don’t just aggregate data; we transform it into intelligence that drives results.

Data accuracy is the foundation of everything we do. Unlike competitors who rely solely on web scraping or manual updates, we take a dual-layered approach:

1. AI-powered automation continuously collects, cleans, and structures data from thousands of sources.
2. A 70+ person research team meticulously verifies and enhances every record for depth and accuracy. This means daily updates and real-time insights—ensuring you never waste time on stale or incomplete information.