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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

July 1 2026

What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong

Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone..

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June 24 2026

RIA M&A Market Report: May 2026

The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse..

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June 18 2026

5 Ways to Use FINTRX to Target Rapidly Growing RIAs

AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which RIAs to prioritize, the ones scaling fastest are often your best bets. They're winning..

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June 16 2026

What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors

When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's credentials, account activity, workflow data, and internal usage patterns all sit inside..

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