Our Unmatched Data Process

Private wealth changes by the hour. FINTRX keeps up.

Proprietary AI continuously collects and structures signals from filings, firm websites, news, press releases, articles, blogs, and direct industry updates. Then our 70+ person research team verifies the records that reach your desk.

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AI + HUMAN Research 70+ Data Researchers DAILY Data Refresh SOURCE Transparent
FINTRX
Regulatory filings · firm websites · news · direct industry updates
70+Research Professionals DAILYData Refresh AI + HUMANValidation PRIMARYSource Evidence
The FINTRX Process

From fragmented source to trusted intelligence.

Every stage is visible, editable, and designed to keep stale or unsupported data off your desk.

↘ 01 / INGEST

Monitor the market

Regulatory filings, firm websites, news, blogs, articles, press releases, and direct updates enter one pipeline.

◈ 02 / STRUCTURE

Turn noise into records

AI extracts entities, normalizes fields, resolves identities, and connects relationships across the wealth graph.

✓ 03 / VERIFY

The human touch

FINTRX’s 70+ person research team reviews critical records against primary sources and current evidence.

⇄ 04 / DELIVER

Keep every workflow current

Daily updates move into FINTRX, your CRM, Snowflake, data feeds, or API—ready for action.

The Source Universe

Thousands of signals. One living wealth graph.

FINTRX links public filings, firm-owned sources, current market signals, direct industry updates, and client context—so every person, firm, team, holding, and transaction can be understood in relationship.

FINTRX DATADAILYREFRESH + VALIDATION
ADVRegulatory filings
WEBFirm websites
NEWSNews & articles
PRPress releases
DIRECTIndustry updates
13FHoldings filings
DEALSInvestment activity
CRMYour workflow context
Clean + Structure

Raw data enters messy. The record leaves ready.

AI-driven automation standardizes fields, resolves duplicates, and surfaces conflicts before human review.

SAMPLE RECORD #48-2291 — FAMILY OFFICEAI PASS — STRUCTURING
ENTITY NAME Meridian Point F.O.Meridian Point Family Office ✗✓
KEY CONTACT — missing —Elena Cruz — CIO ✗✓
AUM $400M (2021)$860M — source matched ✗✓
MANDATE alternatives?Private credit + healthcare ✗✓
DUPLICATE 2 possible recordsMerged — one canonical record ✗✓
5Sample fields resolved
2Sample sources matched
1Review queue created
Evidence Layers

Three source layers. One standard of proof.

Automation finds the signal. Source discipline and research judgment determine what becomes trusted intelligence.

PRIMARY DOCUMENTS

Filings and disclosures

Regulatory filings and public disclosures establish the factual baseline.

FIRM-OWNED SOURCES

Websites and announcements

Official websites, press releases, and investment announcements add current context.

DIRECT + HUMAN

Industry updates and research

Direct updates and analyst review resolve the details public sources leave ambiguous.

Every verified badge has evidence behind it.
A named FINTRX researcher reviews critical details against current sources before the record earns the mark.
Source Discipline

Trust the claim. Open the evidence.

The same source discipline that supports FINTRX AI also makes records easier to review, share, and act on.

Sample claim: this firm manages $2.1B, files through the SEC, and completed three healthcare investments since 2024. 123

[1] FORM ADV SAMPLE · FILED 03/2026
[2] FIRM WEBSITE SAMPLE · REVIEWED 06/2026
[3] DEAL RECORDS SAMPLE · 3 MATCHED ENTRIES
The Coverage

One process. Every private-wealth dataset.

The same ingestion, refinement, and verification system powers the full FINTRX data ecosystem.

Family Offices →

Verified profiles of single & multi-family offices — mandates, AUM, direct deals, and the people who decide.

4,600+ family offices · 30K+ contacts

Registered Investment Advisors →

End-to-end RIA intelligence: firm AUM, custodians, asset breakdowns, and rep-level movement.

45K+ firms · 790K+ reps

Broker-Dealers →

Comprehensive coverage of broker-dealer firms, branch networks, and registered representatives.

2,900+ firms mapped

Private Wealth Teams →

Wealth teams inside wirehouses and independent aggregators — with production and book data.

28K+ teams tracked

Stock & ETF Holdings →

Advisor portfolio intelligence built from 13F filings — see what they hold before you pitch.

Track holdings through 13F filings

Direct Investments →

Direct company investments, real estate transactions, and private placements, as they happen.

42,000+ Family Office Transactions

Endowments & Foundations →

Verified E&F profiles and investment-office contacts, mapped to allocation behavior.

1,500+ firms · 8,100+ contacts

Banks & Trusts →

FINTRX provides a single dataset to reach the fiduciary decision-makers running the bank and trust channel.

1,900+ institutions · 5,800+ contacts
Testimonials

Hear from our clients

Why leading firms rely on FINTRX for comprehensive and accurate data.

"After evaluating several top data providers — choosing FINTRX was easy. Their tools, interface, & data management are unmatched & the team is world-class."
Hank Bowen
Hank Bowen
VP of Investor Relations · Sovereign's Capital
"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 data — precise, reliable, and delivered in a way that’s actually consumable."
Phil Davidson_BIP
Phil Davidson
Managing Director · BIP Capital
"FINTRX sits on top of good data with the most intuitive interface I’ve ever used... Now, it’s become central to how we engage advisors."
Mike Kitzman
Mike Kitzman
CEO · Gateway Financial Partners
Questions

Asked before every trial.

Q1How does FINTRX collect data?+

FINTRX combines proprietary AI collection with expert research. The process monitors regulatory filings, firm websites, news, blogs, articles, press releases, direct industry updates, and other relevant sources, then connects those signals to the appropriate entities and people.

Q2How is accuracy maintained?+

Automation collects, cleans, and structures raw information. A 70+ person research team then reviews critical details against current sources, resolves conflicts, and verifies the records customers rely on.

Q3How often is the data refreshed?+

FINTRX data is updated daily, while the source-monitoring process continuously watches for new filings, announcements, movements, and other market changes.

Q4Can FINTRX data be integrated into our existing systems?+

Yes. FINTRX supports workflows across Salesforce, HubSpot, Microsoft Dynamics, DealCloud, Snowflake, data feeds, and APIs so verified intelligence can reach the systems your team already uses.

Q5Does FINTRX support international data, or is it U.S.-focused?+

FINTRX has its deepest coverage in the United States and also includes global family offices and select international private-wealth and investment activity.

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See the full picture.

Join thousands of financial professionals using FINTRX to book more meetings, move faster, and win more business.

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