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About FINTRX

Founded in 2014 and headquartered in Boston, MA, FINTRX is an AI-powered intelligence platform delivering comprehensive data and insights on registered investment advisors and family offices. Fueled by innovation and built by a team with deep industry experience, FINTRX combines millions of verified data points with powerful AI to help financial firms analyze the private wealth landscape and engage with confidence.
2014
Established in Boston, MA
100+
Dedicated Team Members
20+
Countries Served
1,000+
Loyal Clients

Life at FINTRX

Collaborative With a Shared Mission

Our Mission

At FINTRX, our mission is to deliver the most efficient path to access the global private wealth ecosystem. Our powerful yet easy-to-use platform provides an intuitive way to discover the right investors, opportunities and decision makers - all while saving you valuable time. 

Recent Reports & Research

August 28 2026

Vanguard's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape

Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a deal reported at roughly $4 billion. Altruist will operate as a standalone business after the close,..

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August 28 2026

How FINTRX Sources and Verifies Bank & Trust Data

Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized starting point, the Bank & Trust universe spans federal regulatory filings, state-chartered institutions,..

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August 25 2026

Breaking Down the FINTRX Bank & Trust Dataset

Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff directories. With the launch of the Bank & Trust dataset, FINTRX brings the same hybrid research..

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August 20 2026

How to Use AI to Track Family Office Direct Deal Activity in Real Time

Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how..

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