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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

June 10 2025

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and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases.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,..

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Family Office & RIA Resources

Explore our leading private wealth knowledge center
June 6 2025

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..

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June 4 2025

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 

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June 3 2025

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..

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Simplify your family office and registered investment advisor access

Book more meetings, increase efficiency, and expand your network