<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
Navy and blue fintrx logo (1)
START YOUR FREE TRIAL

GET STARTED

The Industry’s Most Trusted Private Wealth Data—Comprehensive, Accurate, and Current
Explore the leading platform used by asset managers to find and engage with RIAs, Broker-Dealers, Family Offices, Foundations & Endowments. Request your free trial of FINTRX now and see for yourself.

A Company Fueled by Innovation & Teamwork

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

learn more
dots
20

Life at FINTRX

Collaborative With a Shared Mission

IMG_2999

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. 

Recent Reports & White Papers

November 7 2025

Most Viewed RIA Firm & Rep Profiles on FINTRX – Q3 2025 InsightS

Ever wonder which firms and advisors are drawing the most attention across the wealth management space? With thousands of professionals using FINTRX daily to prospect Registered Investment Advisor (RIA) and connect with decision makers,..

Read More

Family Office & RIA Resources

Explore our leading private wealth knowledge center
Knowledge Center
November 6 2025

5 AI Prompts Powering Prospecting in FINTRX

The introduction of AI Elements in FINTRX has fundamentally changed how asset managers, fund distributors, advisors, and business development teams uncover insights across the RIA and family office ecosystem. With the ability to create..

Read More
November 4 2025

RIA & Broker-Dealer Roundup: October '25 Moves, M&A Deals & Emerging Players

In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm..

Read More
November 3 2025

5 Ways to Use FINTRX to Prep for Conferences

Conferences like Schwab IMPACT aren’t just networking opportunities; they’re revenue-generating moments, if you prep right. FINTRX equips asset managers, product distributors, and business development teams with the tools to turn industry..

Read More

Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network

Request Trial
Video Overview

DATASETS

 

PLATFORM & INTEGRATIONS

RESOURCES

COMPANY

COMPARE US