A Company Fueled by Innovation & Teamwork
Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.
Life at FINTRX
Collaborative With a Shared Mission
About FINTRX
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.
KEY HIGHLIGHTS
2014
Established in Boston, MA
85+
Dedicated Team Members
20+
Countries Served
1,000+
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.
Press & Media Mentions
FINTRX CEO Named Top 100 CEO In Boston
Comparably
FINTRX Raises $9M in Series A Funding
Finsmes
More Wealthy Families Are Throwing a Lifeline...
New York Times
Why Family Offices Are Chasing Direct Deals
Business Insider
Look beyond the label in choosing a modern...
Financial Times
6 Family Office Trends In Direct And Venture...
Forbes
Family Office Capital Pumps Up Private-Equity...
Wall Street Journal
Why the hubris of Indian family offices is raising...
Asian Investor
Family Office Increasing Direct Investments...
Charles Schwab
What are High-Net-Worth Individuals Investing in...
Motley Fool
Rising rich boost stature, growth of family offices
InvestmentNews
Direct Investing Is Rising Among Family Offices
PE Insights
Recent Reports & White Papers
Unlocking Warm Introductions: How FINTRX Relationship Path Accelerates Private Wealth Access
The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business..
5 Ways to Supercharge Private Wealth Prospecting & Sales with FINTRX AI
In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, distributing investment products, recruiting advisors, or sourcing M&A deals, guesswork..
How to Target RIAs by Their Current Tech Stack
Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving...
Launching an ETF? Here’s the 3-Step FINTRX Framework for Success
Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an..


