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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

June 9 2026

SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In

SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For most investors, pre-IPO shares have been hard to access, and meaningful exposure has historically..

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June 4 2026

RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players

In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new firm..

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June 3 2026

RIA M&A Market Report: April 2026

The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower than the monthly average seen in Q1 2026, the month featured several high-profile, large-scale..

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June 2 2026

Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026

Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need from their data and technology stack. In Q1 2026, FINTRX identified two distinct groups of firms..

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