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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

September 21 2022

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market

FINTRX - Family Office & Registered Investment Advisor (RIA) Database - offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
September 9 2022

Monthly Registered Investment Advisor (RIA) Data Report: August 2022

FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities..

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August 31 2022

Prospecting into the Private Wealth Space: 5 Best Practices

Private wealth management firms such as family offices and registered investment advisors (RIAs) aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you..

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August 23 2022

RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM

FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth..

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Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network