AI-Driven Private Wealth Intelligence

The Most Comprehensive Intelligence on Family Offices

Powerful data on 4,600+ single and multi-family offices, combined with AI-powered prospecting, real-time updates, and relationship mapping to identify, connect, and engage with the right family offices efficiently​​.

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MC
Meridian Capital
Dallas, TX
● VERIFIED
Est. AUM
$462M
Contacts
31
Year Founded
2004
Allocation InterestsFY 2026
Private Equity Real Estate Venture Capital
Wealth Origin: Private investing, Oil & gas, Real estate
SOURCE-VERIFIED · UPDATED 6D AGO
4.6K+
Family offices worldwide
30K+
Verified Contacts
41K+
Transactions tracked
30K+
Tracked Companies
Verified Firms and Contacts

Verified profiles on firms and key decision makers

Family office contact data is not published anywhere. FINTRX researches the principals, CIOs, and investment staff directly, then checks the email and the line before either reaches you.

Dana Whitfield

Chief Investment Officer · Halstead Wealth Partners · Greenwich, CT

Verified
  • Email d.whitfield@halsteadwp.com Deliverable
  • Direct dial +1 203 555 0142 Confirmed
  • Mobile +1 917 555 0088 Confirmed
  • LinkedIn linkedin.com/in/danawhitfield Matched
  • Last checked 12 days ago

Titles, roles, and reporting lines refreshed alongside the contact

4,600+ family office profiles
30K+ Verified contact profiles
Human verifiaction
Ongoing Re-verification
  • AI and Human Verification Contact information is confirmed and tested so your sequence does not burn on bounces.
  • Focused on decision makers Contacts carry title, role, and team assignment, so you can tell the CIO from the operations lead.
  • Kept current as people move When a contact changes firms, the record follows them rather than going stale in your CRM.
Investment Preferences

Track family office investment activity

Every tracked transaction is classified by sector and by stage, so you can tell a seed-stage technology backer from a control buyer in industrials before you write the first email.

Sector of direct investment Trailing 24 months
18,240transactions
  • Technology & software24.8%
  • Healthcare & life sciences16.3%
  • Real estate14.9%
  • Consumer & retail11.2%
  • Financial services9.4%
  • Industrials & manufacturing7.6%
  • Energy & climate6.1%
  • Media & entertainment4.3%
  • Hospitality3.2%
  • Other2.2%
Stage of investment Trailing 24 months
$61.8Bdisclosed value
  • Seed & early stage31.4%
  • Series A – B26.7%
  • Growth equity21.5%
  • Buyout / control13.9%
  • Recapitalization6.5%
FINTRX AI

Ask FINTRX for your next investor.

No more struggling to find the right filter or slider. Just ask FINTRX AI for a list of prospects using natural language.

FINTRX AILIVE
YOUWhich Texas family offices back healthcare?
AI

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

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

PAST HEALTHCARE DEALS (3)NEWS 07/12
ABOUT THE DATASET

Map and access the family office ecosystem efficiently.

01

Identify family office prospects

Efficiently pinpoint and sell into the family offices that are the best fit for your fund.

02

Target key decision-makers

Uncover the key contacts and investment committee members behind every family office.

03

Set custom alerts & notifications

Track actionable news mentions, new hires, investment activity, and mapped relationships.

04

Expand your family office network

Enrich your existing LP data and uncover hidden networking and intro opportunities.

"No other platform has the breadth and depth of coverage of the global family office investor universe. FINTRX is simple and easy to use, and their client service is excellent and incredibly responsive to your needs."
will-dombrowski
Will Dombrowski
Director of Marketing & Client Relations · Apis Capital Advisors
Read their story
Integrations

Family office data 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
FINTRX MCP

Target family offices using your AI platforms.

 

FINTRX data integrated directly with leading AI tools to bring comprehensive and verified intelligence directly where you already work.

The source
FINTRX
  • RIAs and registered reps
  • Broker-dealers
  • Family offices
  • Wealth teams
  • Banks & trusts
  • Endowments & foundations
Claude Anthropic
Perplexity Perplexity
ChatGPT OpenAI
01

Real-time access to private wealth data

AI is no longer limited to training data. It works off live, structured FINTRX data in real time.

02

Deeper, more intelligent analysis

Ask complex questions and get structured, actionable answers that combine qualitative and quantitative insight.

03

Connected intelligence across your data

Bring together FINTRX, your CRM, and internal sources so AI can analyze everything in one place.

04

A faster, more intuitive workflow

Move from manual searching and exporting to simply asking questions, without switching between systems.

FAQs

Frequently asked questions

Q1How does FINTRX collect data on Family Offices?+

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 family offices, key decision-makers, and their investments.

Q2How often is FINTRX data refreshed?+

FINTRX data is updated daily through a combination of AI-driven automation and human research validation. Our proprietary data ingestion process continuously collects, verifies, and enhances information from regulatory filings, firm websites, press releases, and direct industry sources.

Additionally, our 70+ person research team refines and validates records to ensure the highest level of accuracy. This constant updating process ensures that users always have access to the most timely, reliable, and actionable private wealth intelligence.

Q3What makes FINTRX different from other private wealth data provides?+

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.

Q4Can I integrate FINTRX data into other platforms I use, like my CRM?+

FINTRX integrates seamlessly with leading CRM platforms, including:

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • DealCloud

Additionally, FINTRX integrates with Snowflake, and custom data feeds and APIs are available to sync data with other internal platforms.

The FINTRX MCP also makes data available in Claude, ChatGPT, and Perplexity.

Q5How do you ensure the data is accurate?+

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.
Q6Does FINTRX support international data, or is it U.S.-focused?+

FINTRX primarily focuses on U.S.-based private wealth data, covering family offices, RIAs, broker-dealers, and wealth teams. However, the platform also includes global family offices and select international investment data, particularly for firms with cross-border investment activity. While the deepest coverage is in the United States, FINTRX continues to expand its international data footprint to support users with global investment and fundraising needs.

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Unlock exclusive Family Office intelligence to find your next LP.

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

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