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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

January 15 2026

FINTRX 2025 Product & Data Year in Review

2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the platform into an AI-driven private wealth intelligence engine. From unprecedented breakthroughs in..

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January 14 2026

2025 Most Viewed RIA Firm & Rep Profiles on FINTRX

With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are..

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January 7 2026

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

In the December 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..

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January 6 2026

The RIA Industry Events & Conferences in 2026

Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events competing for time, budget, and attention, knowing which conferences actually matter is..

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