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A Company Fueled by Innovation & Teamwork

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

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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

October 24 2025

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..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
October 23 2025

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In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data.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..

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October 21 2025

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...

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October 16 2025

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..

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Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network