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The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
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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

April 2 2026

Top 10 Data Sources to Integrate Into Your AI Platforms (and Why It Matters)

AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distribution strategy. But most workflows still break down in the same place: data. Without..

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April 1 2026

Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate

Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,..

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March 30 2026

How Asset Managers Can Use AI to Improve RIA Prospecting in 2026

AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Claude, and Perplexity has never been easier, the gap between using AI and actually getting..

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March 27 2026

5 Powerful AI Prompts for Raising Capital from Family Offices

AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings. But when it comes to raising capital from family offices, surface-level research isn’t..

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