A Company Fueled by Innovation & Team
Providing accurate and comprehensive private wealth intelligence - empowering access to decision makers and increased efficiency.
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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
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FINTRX CEO Named Top 100 CEO In Boston
Comparably
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FINTRX Raises $9M in Series A Funding
Finsmes
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More Wealthy Families Are Throwing a Lifeline...
New York Times
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Why Family Offices Are Chasing Direct Deals
Business Insider
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Look beyond the label in choosing a modern...
Financial Times
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6 Family Office Trends In Direct And Venture...
Forbes
Family Office Capital Pumps Up Private-Equity...
Wall Street Journal
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Why the hubris of Indian family offices is raising...
Asian Investor
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Billionaire Families Reshape Silicon Valley's...
Bloomberg
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Family Office Increasing Direct Investments...
Charles Schwab
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What are High-Net-Worth Individuals Investing in...
Motley Fool
Rising rich boost stature, growth of family offices
InvestmentNews
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Direct Investing Is Rising Among Family Offices
PE Insights
Recent Reports & White Papers
FINTRX Private Wealth Data Report, Q2 2024
FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along..
5 Family Offices Investing in Industrial Properties
Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution..
RIA & Broker Dealer Roundup: June '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA..
FINTRX Launches Relationship Path for iOS Mobile App
FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close..