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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

April 23 2026

Q1 2026 RIA M&A Report: Deal Activity Starts the Year Strong

The RIA M&A market entered 2026 with strong momentum. According to RIA acquisition data tracked by FINTRX , 58 acquisitions took place during the first quarter, reinforcing that consolidation across private wealth remains a major growth strategy for..

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April 22 2026

Track RIA Buyers, Sellers & Advisor Movement with New FINTRX M&A Data

Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, and new decision-makers emerge. For teams targeting Registered Investment Advisors, those moments..

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April 21 2026

Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights

Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building..

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April 13 2026

We Asked Advisors What Makes Someone Stand Out in a Meeting. Here's What They Said.

If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled call, a conference sit-down, or a brief introduction at an industry event, the window is..

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