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



.png)







-1.png)









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
-2-1.png?width=130&height=19&length=200&name=Untitled-Project%20(6)-2-1.png)
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

Billionaire Families Reshape Silicon Valley's...
Bloomberg

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
Breaking Down FINTRX M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of M&A SmartView, FINTRX has reimagined how M&A professionals,..
RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive landscape. In this edition of our RIA & Broker-Dealer Roundup, FINTRX, your source for private wealth..
5 Largest Family Office Direct Deals of May 2025
As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging
The Future of Private Wealth Prospecting: Inside FINTRX AI
The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right..