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

A Company Fueled by Innovation & Team

Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.



Founded in 2014 and based in Boston, MA, FINTRX is the preeminent family office and registered investment advisor intelligence platform. We deliver the data, research and tools that leading asset managers and financial firms rely on to efficiently access the private wealth ecosystem. FINTRX pairs over a million data records with artificial intelligence - designed to empower our customers and deliver successful outcomes. 
Established in Boston, MA
Dedicated Team Members
Countries Served
Active Customers

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 & White Papers

May 31 2023

FINTRX Customer Spotlight Series

Welcome to our FINTRX Customer Spotlight Series, where we explore real-world examples of how FINTRX, the leading family office and registered investment advisor data platform, empowers financial professionals with a more effective way of accessing..

Read More

Family Office & RIA Resources

Explore our leading private wealth knowledge center
May 26 2023

FINTRX Integrations: Streamlining Your Workflow & Boosting Efficiency

Leveraging FINTRX integrations offers a strategic advantage for clients and prospects. These integrations not only streamline data management processes but also provide comprehensive insights into the family office and registered..

Read More
May 16 2023

Maximizing Wealth: Top Family Office Investment Strategies for HNWIs

Family offices have emerged as an attractive option for high-net-worth individuals (HNWIs) seeking tailored investment advice and management due to their ability to provide customized investment strategies based on the unique needs, goals..

Read More

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network