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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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Bring the Power of FINTRX to LinkedIn.

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50+ Datapoints Available

Customize which FINTRX data flows into LinkedIn with a single click
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View News Mentions

Pull our real-time news engine into LinkedIn to never miss a relevant article
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EMail Addresses Included 

View and send EMails directly from LinkedIn
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Ice-Breakers & Smart Bios

Leverage our proprietary Smart Bios, including conversation starters and Affinity relatability scores

Experience the FINTRX 360 LinkedIn Integration Difference...

See the power of delivering FINTRX's market-leading family office & Investment Advisor Data natively inside of LinkedIn
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360 Overview
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FINTRX DATA MEETS LINKEDIN

Experience the Power of FINTRX Family Office & RIA Data Natively Within LinkedIn

FINTRX 360 unlocks a new way to experience LinkedIn. Gone are the days of hopping back and forth between platforms to find the data you need to be effective. With this first-of-a-kind integration, FINTRX data is delivered to you in real time, seamlessly within LinkedIn.

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ACCESS SHARED ALUMNI & WORK HISTORY

Pull In Potential Associates to Drive Warm Introduction Opportunities 

Pinpoint potential points of connection using FINTRX's expansive database of 1M+ family office & registered investment advisor contacts. Uncover shared university ties, years of overlap and previous employment ties, all within LinkedIn. 

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BUILD LISTS, NOTES, TAGS, TASKS & MORE WITHIN LINKEDIN

Stay In Sync With FINTRX 360 - Build Lists, Log Your Notes & Interactions

Save time and drive efficiency with real-time access to your FINTRX lists and prospecting enablement tools. FINTRX 360 allows for single click alert building, tags, tasks and much more. Always be in sync with your FINTRX account. 

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CUSTOMIZE YOUR DATA EXPERIENCE

Flexible Customization of Your 360 Experience. FINTRX Data, Your Way. 

Choose from 50+ FINTRX data points to view on each record within LinkedIn. Pull in Emails, passions, interests, smart bios', contact roles & responsibilities, disclosures, firm AUM, growth rates, & so much more. 


 

FINTRX 360 LinkedIn Integration FAQ's

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Do I need a paid version of LinkedIn to use FINTRX 360?
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Can I sync contacts from LinkedIn to my CRM using the FINTRX 360 feature?
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What is the FINTRX 360 feature and how does it work?
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Does the 360 integration provide firm data?

Turbo charge your family office & registered investment advisor data access

Book more meetings, increase efficiency, and expand your network

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