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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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Family office & registered investment advisor data for

FINTRX lets you define what constitutes a core, power, and casual user, and conduct analysis on your own terms. Visualize differences in 

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INVESTMENT BANKS

Source Private Wealth Leads For Your Bank

investment banks - fintrx family office database
 

Family Office & RIA Data

Tailored For Investment Banks

Join the hundreds of investment banks who trust our unparalleled data and intuitive prospect management tools to efficiently source deal partners.
RIA's investment banks - family office

Source Investors For Your IB

Save time by prospecting into the right allocators at the right time

 

Uncover Investors For Your Deals

Pinpoint the right investors that invest in companies you represent

 

Access to IB Focused Contacts

Find and access the specific decision makers responsible for evaluating private companies

Your Private Wealth Investment Banking Questions Answered


FINTRX solves for critical questions, such as... 
Which family offices make direct investments?

 

Who has recently invested in private deals?

 

Which family offices make co-investments into private deals?

 

Who in my network can introduce me to future deal partners?

 

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We help investment banks
Source private wealth partners

Barclays
Truist
Cantor Fitzgerald
William Blair
CITIbank
Jefferies
Houlihan Lokey
JMP Group

Hear What Our Customers Have to Say

Source family offices making direct investments

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