"What really sets FINTRX apart is its focus on data quality over quantity. The accuracy of the data makes my job a lot easier, and it’s why I view FINTRX as the industry leader... Precise, reliable, and delivered in a way that’s actually consumable."
See the Full Ownership Picture
Trust companies often roll up through layers of parent and holding companies. FINTRX surfaces the high holder, the ultimate parent at the top of that chain, on every profile, so you understand exactly where an institution sits in a larger structure and where investment authority actually lives.
Access Decision-Makers
Only about 10% of Bank & Trust contacts are registered in any capacity, so most of the channel is invisible to standard prospecting tools. FINTRX identifies the specific person responsible for fiduciary or investment decisions at each institution and ties every contact to a specific branch, not just headquarters.
Target by Assets & Income
See what a trust department is actually invested in and how much revenue it generates from managing those assets, not just how large it is. Together, allocation mix and fiduciary income let you prioritize prospects that already fit your strategy, personalize outreach around their real allocation, and distinguish an active trust business from a dormant department with a large balance sheet. Available for institutions that file Schedule RC-T.
Intelligence, delivered where you work.
Sync FINTRX records, signals, and alerts straight into your CRM — or pipe the raw feed into your own models via API.
Learn more about our integrations
