A Company Fueled by Innovation & Team
Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.



Life at FINTRX
Collaborative With a Shared Mission



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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.
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
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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
3 Ways to Transform Meeting Prep with FINTRX AI Analyst
In the fast-paced world of finance, time is money—and preparation is power. Whether you're pitching to a new investor, recruiting top advisors, or analyzing market shifts, having the right information at your fingertips can mean the..
RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data..
5 Powerful Prompts to Maximize AI Analyst for Financial Professionals
FINTRX AI Analyst acts as your virtual co-pilot, transforming how you navigate the platform and make data-driven decisions. From uncovering market trends to crafting highly personalized outreach, it delivers real-time insights tailored to..
Milemarker and FINTRX Form Partnership to Provide Deeper Integration
ISLE OF PALMS, S.C., and BOSTON | January 28, 2025 - Milemarker, a leading technology platform revolutionizing how advisory firms, IBDs and RIAs operate and scale, and FINTRX, the leading data and research platform offering AI-powered..