<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

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 

Product Teams Product Teams Product Teams
Screen Shot 2021-09-17 at 3.39.12 PM


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?


Blue Abstract swirl lines

We help investment banks
Source private wealth partners

Cantor Fitzgerald
William Blair
Houlihan Lokey
JMP Group

Hear What Our Customers Have to Say

Source family offices making direct investments

Book more meetings, increase efficiency, and expand your network