AI-Driven Private Wealth Intelligence

AI-Driven Intelligence on Endowments & Foundations

Enhance your fundraising efforts with detailed profiles, investment strategies, and key contact information on thousands of endowments and foundations.

LE
Lilly Endowment
Endowment · Indianapolis, IN
● VERIFIED
Est. AUM
$77.7B
Contacts
8
Est. Date
1937
Allocation InterestsFY 2026
Direct Investments Long only Fixed income
Direct investments, Long only, Fixed income
SOURCE-VERIFIED · UPDATED 6D AGO

Endowment & foundation data designed for fundraising.

1.5K
Endowments & Foundations
8.1K
Verified Contacts
2.2M
Data points
ABOUT THE DATASET

Target foundations & endowments with precision.

01

Identify your target nonprofits

Easily pinpoint endowments and foundations that align with your investment strategy and goals.

02

Uncover key decision-makers

Connect with key individuals and investment committee members at the right time.

03

Monitor trends and activities

Track AUM, investment strategies, and recent deal activity to stay informed of new opportunities.

04

Leverage allocation intel

Access detailed insights on investment preferences to tailor your pitch effectively.

"It's made it very simple for us to go in there, put a couple of filters on there, and come up with a really clean idea of where we need to focus our time."
Nick Alessandrini
Nick Alessandrini
Regional Sales Director · HRC Financial Group
Read their story
COMPREHENSIVE, ACCURATE & TIMELY DATA

Detailed Endowment & Foundation Profiles

Access comprehensive profiles of endowments and foundations, offering vital insights into their investment strategies, AUM, and decision-making structures. With FINTRX, you can effectively tailor your outreach to engage with key players in the nonprofit landscape.

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VERIFIED CONTACT INFORMATION

Access Key Decision-Makers

Easily identify key contacts and investment committee members to enhance your outreach efforts and win more business. Access verified contact information across all endowments and foundations, constantly updated.

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RELATIONSHIP MAPPING

Find Your Best Path In

Leverage our AI-powered relationship mapping capability to uncover your best path in to each foundation or endowment. Access personal details such as educational background and personal interests, custom conversation starters, and relationships mapped directly from your LinkedIn network to connect with 8,000+ key decision-makers.

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FINTRX AI

Ask FINTRX anything.

Every answer is grounded in the verified record behind it — sources attached, nothing invented.

FINTRX AILIVE
YOUWhich Texas family offices back healthcare?
AI

Fourteen match. Strongest: Meridian Point — three healthcare directs since 2024,

plus a shared LP with your fund. Two warm paths are open right now.

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Integrations

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
Salesforce
Native sync
HubSpot
Native sync
Dynamics 365
Native sync
DealCloud
Native sync
Custom API
Data Feed
Snowflake
Data Share
Questions

Asked before every trial.

Q1How current is the data?+

Filing-derived fields refresh as filings post; people and relationship fields update continuously through analyst verification. Every record shows its last-verified date.

Q2How does this reach my CRM?+

Native two-way sync with Salesforce, HubSpot, and Dynamics 365 — records, fields, and alerts land as tasks on the right account.

Q3What does onboarding look like?+

Days, not quarters: package install, territory mapping, and playbook setup with our team.

Q4Is the contact data verified?+

Yes — analyst confirmation plus continuous deliverability checks. Bounces feed straight back into the verification queue.

Request a trial

Unlock exclusive intelligence to accelerate outreach to philanthropic capital.

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